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Sofos Capital, L.L.C. (Miami)


Sofos Capital, L.L.C. is a large advisory firm based in Miami. It manages $27.73 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Florida.

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Sofos Capital, L.L.C provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sofos Capital, L.L.C: assets under management

The assets under management (AUM) of Sofos Capital, L.L.C. is $27.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.31 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sofos Capital, L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Miami

The principal office where Sofos Capital, L.L.C. performs its advisory services is located at 1401 Brickell Ave Ste 330, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-381-8114 or by fax 305-381-8532. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at sofoscapital.com.


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