Sorfis Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$35,229,012
Total clients
41
41% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
21
Average account size
$859,244
About
Sorfis Investments, LLC provides discretionary and non-discretionary portfolio management and related financial planning to individuals, high‑net‑worth individuals, and institutions. The firm reports $31,885,996 in discretionary assets and $3,343,016 in non‑discretionary assets (December 2025) and manages client accounts with documented investment policy statements and risk questionnaires.
Sorfis employs cyclical and fundamental analysis and places clients into one of two core strategies: a Diversified Strategy that emphasizes ETFs, equities and fixed income with attention to tax efficiency, and an Absolute Return Strategy that sets allocations based on valuation and focuses on individual domestic and international stocks and ETFs. The Absolute Return approach explicitly aims to outperform or match the S&P 500 with lower risk and may hold substantial cash when the firm does not find attractive investment opportunities.
The brochure highlights performance‑related objectives tied to benchmark outperformance and describes a Value InvestingWorld newsletter the firm operates, which together suggest the firm communicates performance and research to clients and subscribers. Sorfis also requires use of Interactive Brokers or Charles Schwab Advisor Services as custodians and discloses potential receipt of research and other soft‑dollar benefits from custodians, which it considers when selecting broker‑dealers.
Client services
Expertise
Fee options
Fixed yearly fee may be charged instead of percentage of assets under select circumstances if requested by client.
$0 - $10,000,000: 0.75% annually $10,000,000+: 0.50% annually
Account minimum: $250,000
Main office location
Sorfis Investments, LLC
155 Main St
Chardon OH 44024, United States
Number of offices
1
Most active in
North Carolina · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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