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S&F INVESTMENT ADVISORS
FOX, ROGER BENNETT
CRD 129367 · SEC 801-135603
16633 VENTURA BLVD., 540, ENCINO, CA, 91436, United States
Phone
310-481-9320
Fax
310-481-9321
Registration
— (—)
Source
State registered
Total AUM
$106.4M
Discretionary AUM
$106.4M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Sole Proprietorship
Filing date
2026-05-29
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $45.2M |
| High net worth individuals | 4 | $5.9M |
| Pooled investment vehicles | 4 | $3.1M |
| Pension/profit sharing plans | 54 | $52.2M |
Official SEC filing: View on IAPD