Corey Saft
Sivia Capital Partners · Mill Valley, California
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.
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Facts
| Firm | Sivia Capital Partners |
|---|---|
| Based in | Mill Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.24B across 521 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 5809332 |
| Exams passed | Series 66 (2012) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | siviacapital.com |
| Profile |
How Corey's firm compares
- Sivia Capital Partners's average account is about $2.4 million, from its Form ADV (assets managed divided by 521 accounts).
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Questions about Corey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mill Valley
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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