A complete list of active advisors currently associated with Southfork Investment Management
Warmer can help you find a great advisor at Southfork Investment Management or one who fits your needs even better.
Although categorized as an investment manager that typically serves pooled or institutional clients, Southfork Investment Management’s written services include both discretionary and non-discretionary investment management and standalone or bundled financial planning for individuals, high-net-worth clients, trusts, and business entities, with no stated account minimum. The firm was founded in November 2024, is operated by a single adviser, and currently reports no assets under management. Southfork’s investment approach emphasizes quantitative analysis and the construction of diversified, risk‑based portfolios implemented primarily with no‑load mutual funds and exchange‑traded funds, along with individual stocks and bonds. Adviser discretion is available where granted, accounts are monitored and typically reviewed on a quarterly basis, and the firm communicates a long‑term, anti‑market‑timing orientation while acknowledging the market, inflation, credit and other investment risks. Notable distinctions relative to many peers include the availability of hourly billing for standalone financial planning—a billing option that is uncommon among investment managers—and the firm’s practice of providing complementary planning services to clients who engage for investment management. The brochure also discloses that the firm does not charge performance‑based fees, will not accept authority to vote client securities, recommends Interactive Brokers as custodian, and withdraws advisory fees directly from client accounts subject to documented safeguards.
To learn more about the advisors currently working at Southfork Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Walnut Creek, CA
| 1
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)