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SAF ADVISORS LLC

· CRD 284283 · IAPD ↗ · subscribeplatform.com · 212-202-2800

$249.0MRegulatory AUM
2Advisory reps
10Employees
0Clients
n/aPlanning clients
12Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

46
April 2026 — SAF ADVISORS LLC reported RAUM up 35% ($178.4M -> $240.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2026 — SAF ADVISORS LLC now reports custody of client assets ($239.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
April 2025 — SAF ADVISORS LLC reported RAUM up 47% ($121.4M -> $178.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
July 2024 — SAF ADVISORS LLC (location n/a) is newly SEC-registered with $121.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.