Sphinx Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$46,100,568
Clients
125
Advisors
2
across 2 offices
About
Sphinx Investments LLC provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, and also accepts institutional clients. The firm serves as investment adviser to Sphinx Opportunity Fund II, an interval fund currently in the process of registration under the Investment Company Act, in addition to managing separate client accounts.
Sphinx documents client goals and constraints in an Investment Policy Statement and generally manages accounts on a discretionary basis, applying fundamental analysis, modern portfolio theory and a long‑term trading approach. For the Fund and certain client portfolios the firm allocates to private funds, private equity, REITs, fixed income and other investment vehicles, and it may invest with third‑party managers and hold positions that are relatively illiquid for extended periods.
Notably for a firm of its size, Sphinx combines retail advisory services with an adviser role to an SEC‑registered investment company and serves investment company clients directly, while operating from multiple offices. The firm’s practice emphasizes fund‑level allocations and ongoing due diligence of underlying managers, and one principal also spends roughly 5–10% of his time in a separate business consulting role.
Client services
Expertise
Fee options
Financial planning fixed fees between $2,500 and $6,000
1.50% to 1.75% (typical range for separate accounts, negotiable)
Account minimum: $500 initial minimum for the Fund; $100 minimum for additional contributions; no minimum account size for other services Fee-only: Portfolio management fees 1.50% to 1.75%, negotiable; Fund management fee 1.50% per annum of Fund's average daily net assets
Main office
See officeHenrico VA
Advisors at this office
1
Most active in
California · Florida · Kansas · Missouri · Montana · New Jersey · Texas · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John P
Series 63, Series 66
Henrico, VA
Sphinx Investments LLC
John Polemis is a financial advisor at Sphinx Investments LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in outside insurance sales. Sphinx Investments LLC provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages separate accounts and serves as adviser to the Sphinx Opportunity Fund II, employing fundamental analysis, modern portfolio theory, and a long-term trading approach that includes allocations to private funds and other less liquid investment vehicles.
Elliot O
Series 66
Stilwell, KS
Sphinx Investments LLC
Elliot Omanson is a financial advisor at Sphinx Investments LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at OWLFI RIA LLC, Motiv8 Investments LLC, and USA Financial Securities. Outside of his advisory role, he is a co-owner of a property and casualty insurance agency in Lenexa, KS. Sphinx Investments LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, corporations, and an interval closed-end investment company. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and serves clients through customized investment strategies and documented Investment Policy Statements.
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”)