CF FINANCIAL

RIASEC Registered

Total AUM

$53.8M

Discretionary

$53.8M

100% of AUM

Avg account

$322K

Accounts

167

Employees

Advisory reps

Firm details

Headquarters: FORT WORTH, Texas
CRD number: 311964
Website: cffinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.86%
Individuals10.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

CF Financial is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also engages in selection of other advisers and publishes periodicals or newsletters. CF Financial describes itself as a capital allocator, which means it can source and place client capital with third‑party managers when appropriate. Its fee model is a mix of percentage‑of‑AUM and fixed fees. The firm reports it is not an active ESG investor and it does not identify as a multi‑state adviser; it lists an accounting affiliation as part of its industry relationships.