SFM, LLC
CRD #116564 SEC #801-79426 MANCHESTER, NH 603-625-8400
SEC Registered
Total AUM
$323.2M
Discretionary
$323.2M
Employees
6
Clients
101
Accounts
711
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $323.2M | $323.2M | $0 | 6 | 5 |
| Mar 2025 | $323.2M | $323.2M | $0 | 6 | 5 |
| Aug 2024 | $279.8M | $274.8M | $5.1M | 5 | 4 |
| Jul 2024 | $279.8M | $274.8M | $5.1M | 5 | 4 |
| Apr 2024 | $279.8M | $274.8M | $5.1M | 5 | 4 |
| Mar 2024 | $279.8M | $274.8M | $5.1M | 5 | 4 |
| Jan 2024 | $239.8M | $236.1M | $3.8M | 5 | 6 |
| Jul 2023 | $239.8M | $236.1M | $3.8M | 5 | 6 |
| Mar 2023 | $239.8M | $236.1M | $3.8M | 5 | 6 |
| Mar 2022 | $262.3M | $262.3M | $0 | 5 | 6 |
| Dec 2021 | $215.6M | $215.6M | $0 | 6 | 5 |
| Mar 2021 | $215.6M | $215.6M | $0 | 6 | 5 |
| Nov 2020 | $170M | $170M | $0 | 6 | 5 |
| May 2020 | $170M | $170M | $0 | 6 | 5 |
| Mar 2020 | $170M | $170M | $0 | 6 | 5 |
| Mar 2019 | $140.8M | $140.8M | $0 | 6 | 3 |
| Aug 2018 | $142.1M | $142.1M | $0 | 6 | 0 |
| Aug 2018 | $142.1M | $142.1M | $0 | 6 | 0 |
| Mar 2018 | $142.1M | $142.1M | $0 | 5 | 0 |
| Mar 2017 | $120.9M | $120.9M | $0 | 5 | 100 |
| Feb 2016 | $119.2M | $119.2M | $0 | 5 | 100 |
| Mar 2015 | $116.9M | $116.9M | $0 | 5 | 100 |
| Mar 2014 | $107.5M | $107.5M | $0 | 5 | 26 |
| Jun 2012 | $81.4M | $81.4M | $0 | 1 | 26 |
| May 2012 | $81.4M | $81.4M | $0 | 1 | 26 |
| Mar 2012 | $81.4M | $81.4M | $0 | 1 | 26 |
| May 2011 | $79.4M | $79.4M | $0 | 5 | -- |
| Jun 2010 | $70.1M | $70.1M | $0 | 5 | -- |
| Mar 2009 | $55.4M | $55.4M | $0 | 5 | -- |
| Mar 2007 | $60M | $60M | $0 | 5 | -- |
| May 2004 | $34.1M | $34.1M | $0 | 5 | -- |
DateAug 2025
Total AUM$323.2M
Discretionary$323.2M
Non-Disc.$0
Employees6
Clients5
DateMar 2025
Total AUM$323.2M
Discretionary$323.2M
Non-Disc.$0
Employees6
Clients5
DateAug 2024
Total AUM$279.8M
Discretionary$274.8M
Non-Disc.$5.1M
Employees5
Clients4
DateJul 2024
Total AUM$279.8M
Discretionary$274.8M
Non-Disc.$5.1M
Employees5
Clients4
DateApr 2024
Total AUM$279.8M
Discretionary$274.8M
Non-Disc.$5.1M
Employees5
Clients4
DateMar 2024
Total AUM$279.8M
Discretionary$274.8M
Non-Disc.$5.1M
Employees5
Clients4
DateJan 2024
Total AUM$239.8M
Discretionary$236.1M
Non-Disc.$3.8M
Employees5
Clients6
DateJul 2023
Total AUM$239.8M
Discretionary$236.1M
Non-Disc.$3.8M
Employees5
Clients6
DateMar 2023
Total AUM$239.8M
Discretionary$236.1M
Non-Disc.$3.8M
Employees5
Clients6
DateMar 2022
Total AUM$262.3M
Discretionary$262.3M
Non-Disc.$0
Employees5
Clients6
DateDec 2021
Total AUM$215.6M
Discretionary$215.6M
Non-Disc.$0
Employees6
Clients5
DateMar 2021
Total AUM$215.6M
Discretionary$215.6M
Non-Disc.$0
Employees6
Clients5
DateNov 2020
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees6
Clients5
DateMay 2020
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees6
Clients5
DateMar 2020
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees6
Clients5
DateMar 2019
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees6
Clients3
DateAug 2018
Total AUM$142.1M
Discretionary$142.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$142.1M
Discretionary$142.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$142.1M
Discretionary$142.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees5
Clients100
DateFeb 2016
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees5
Clients26
DateJun 2012
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$70.1M
Discretionary$70.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$34.1M
Discretionary$34.1M
Non-Disc.$0
Employees5
Clients--