Sphinx Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$64,740,000
Total clients
304
7% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
76
Average account size
$212,961
Client services
Fee options
Financial planning fixed fees between $2,500 and $6,000
Typically between 1.50% and 1.75% annually (negotiable)
Insurance product sales commissions accepted by supervised persons, but commissions are not primary source of compensation; advisory fees are not reduced to offset commissions
Account minimum: No account minimum for advisory services; $500 minimum initial investment into the Fund, $100 for additional contributions Fee-only: Portfolio management fees typically between 1.50% and 1.75% annually; Fund management fee 1.50% per annum of average daily net assets; financial planning fixed fees between $2,500 and $6,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Sphinx Investments LLC
919 East Main Street, Suite 1000
Richmond VA 23219, United States
Number of offices
6
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