CDFINANCIAL

Overview

Cdfinancial is an independent, individual-owned registered investment adviser that serves individuals and families. The firm operates primarily as a discretionary portfolio manager and financial planner, and also performs selection of other advisers when clients require outside expertise. Cdfinancial favors equity-driven portfolios, using exchange-traded equities and ETFs as its primary building blocks, while supplementing exposures with mutual funds and third‑party real estate allocations. The firm is not positioned as an ESG-focused manager and does not present itself as a multi-state adviser or pension consultant. Its fee model is a mix of percentage-of-AUM billing, hourly fees and fixed fees, which supports both ongoing asset management relationships and project-based planning engagements.

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Public Holdings

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Location & Offices