Vivian Chaomingjing Fox
Investment Adviser Representative at SAS Financial Advisors, LLC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Vivian ChaoMingJing Fox is an investment adviser representative with SAS Financial Advisors, LLC. in San Francisco, CA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SAS Financial Advisors, LLC.Apr 2025 – no end date reportedSan Francisco, CA
- UnemployedAug 2023 – Apr 2025Montclair, CA
- Section 32, LLCDec 2021 – Aug 2023Palo Alto, CA
- Light Street Capital Management, LLC.Jul 2019 – Dec 2021Palo Alto, CA
- Collective HealthJul 2018 – Jun 2019San Francisco, CA
- KPMGOct 2014 – Jul 2018San Francisco, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SAS Financial Advisors, LLC.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Up to $1,000,0000.85%
- $1,000,000 to $4,999,9990.60%
- Over $5,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Fee-only financial planning and investment management, including budgeting, debt management, tax strategies, retirement planning, investment planning, tax-smart strategies, and education funding.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Francisco, CA
- SEC file number:
- 801-124837
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 2, 2026
View full firm profileOther advisors at SAS Financial Advisors, LLC.
4 other advisors in the directory
Similar advisors in San Francisco, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vivian Chaomingjing Fox has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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