CF Financial

Overview

CF Financial is an independent registered investment adviser operating as an LLC that serves individual and family clients. The firm functions as a capital allocator and provides a mix of financial planning, discretionary portfolio management for individuals, small businesses and institutions, and manager selection services. It also publishes periodicals or newsletters as part of its client communications. Compensation is primarily via a percentage-of-assets-under-management fee structure, with some fixed-fee engagements offered. The adviser is organized for domestic ownership and is not identified as a multi-state or newly formed adviser. CF Financial does not self-identify as an active ESG investor. An accounting affiliation is noted among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives