# Corey Saft

> Corey Saft is a fee-only financial advisor at Sivia Capital Partners in Mill Valley, California, who holds the CFP credential. Sivia Capital Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/corey-saft/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sivia Capital Partners
- **Based in:** Mill Valley, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.24B across 521 accounts
- **Credentials:** CFP
- **CRD:** 5809332 (https://adviserinfo.sec.gov/individual/summary/5809332)
- **SEC registration:** Investment adviser representative in CA, TX, WA
- **Exams passed:** Series 66 (2012)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://siviacapital.com

## Frequently asked questions

### Is Corey Saft a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Sivia Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Corey charge for financial advice?

Corey's firm, Sivia Capital Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Corey Saft based?

Corey Saft is based in Mill Valley, California.

### What credentials does Corey Saft hold?

Corey Saft holds the CFP credential.

### Is Corey Saft registered with the SEC?

Yes. Corey Saft is registered as an investment adviser representative in CA, TX and WA (CRD 5809332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sivia Capital Partners manage?

Sivia Capital Partners reports $1.24B across 521 accounts in assets under management.

### How do I contact Corey Saft?

Through Corey's website, siviacapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5809332): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.