Data / Investment advisers / South Carolina / Volofin Capital Management
Volofin Capital Management, Daniel Island, SC: $1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Volofin Capital Management is an SEC registered investment adviser with its main office in Daniel Island, South Carolina and reports $1 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include insurance companies and pooled investment vehicles. It is paid through a percentage of assets under management and other fees. It advises 1 private fund.
The request: Watch Volofin Capital Management (CRD number 309922): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 309922
- SEC file number
- 801-119846
- SEC status
- Approved, effective November 23, 2020
- Legal name
- Volofin Capital Management (US) LLC
- Main office
- 900 Island Park Dr Suite #150, Daniel Island, SC 29492
- Phone
- (646) 866-6997
- Website
- volofin.com
- Regulatory AUM
- $1,006,060,520 in the Form ADV filed March 31, 2026
- Non discretionary AUM
- $1,006,060,520
- Accounts
- 2
- Employees
- 9, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Private funds
- 1: 1 securitized asset fund
- Gross assets of private funds
- $308,957,000
- Other offices
- 2
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 1 | $697.1 million |
| Pooled investment vehicles | 1 | $309 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.01 billion | March 31, 2026 |
| December 1, 2025 | $889.9 million | March 31, 2025 |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| CCM Investment Advisers, LLC | Columbia | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Anchor Investment Management | Columbia | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Apollon Financial, LLC | Mount Pleasant | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Verity Investment Partners | Beaufort | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Liberty Hall Capital Partners, L.P. | Charleston | $1.14 billion | 4 | adviserinfo.sec.gov |
| Ground Swell Capital, LLC | Folly Beach | $949.2 million | 2 | adviserinfo.sec.gov |
| Curran Financial Partners, LLC | Daniel Island | $749.4 million | Not listed | adviserinfo.sec.gov |
| Discipline Wealth Solutions, Inc. | Greenville | $746.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving insurance companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Volofin Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.