# SFO Capital, Inc.

> SFO Capital, Inc. is a state-registered investment advisory firm, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 21, 2026.

- CRD: 172412
- Filed as: SFO CAPITAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172412
- AdvisorCensus page: https://advisorcensus.com/firm/sfo-capital-inc-172412

## Quick answers

**How is SFO Capital, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), SFO Capital, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Is SFO Capital, Inc. registered with the SEC or a state?**
SFO Capital, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 172412.

**How much does SFO Capital, Inc. manage?**
SFO Capital, Inc. reports $22,857,685 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (100% discretionary).

**What types of clients does SFO Capital, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (4).

**Does SFO Capital, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172412

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $22,857,685
- Discretionary: $22,857,685
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,430,672 |
| High net worth individuals | 10 | $21,427,013 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SFO Capital, Inc. (CRD 172412): Form ADV filing data as of October 2026.