Xoomfi Advisors
SEC RegisteredXoomFi delivers 39.07% Total Return
About the firm
XoomFi Advisors is a Registered Investment Advisor (RIA) registered with the Securities & Exchange Commission (SEC), acting as a fiduciary to invest client funds in actively managed XoomFi Equity Premium InCome (EPIC) investment models. XoomFi is registered with the SEC as an Internet Investment Adviser under Rule 203A-2(e), with all client interactions handled exclusively through its interactive website. XoomFi has developed an active, risk-managed long-short investing strategy designed to outperform the S&P 500 Index and deliver income and growth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Actively managed investment in XoomFi Equity Premium InCome (EPIC) investment models using a long-short strategy combining covered calls, buy-write calls, puts, individual stocks, and individual long and/or short options trades; funds held in Separately Managed Accounts (SMAs); quarterly management fee of 0.25% of AUM; no penalty for withdrawals or termination.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3 | $300 |
3 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of June 10, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Xoomfi Advisors 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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