Cfci
Firm details
- Headquarters
- Bloomington, Indiana
- CRD number
- 128257
- Registered since
- March 4, 2004
- Website
- www.cfci.us
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI56.65%
- Individuals35.19%
- Charitable Organizations8.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cfci is an independent, privately owned registered investment adviser that has been SEC-registered since 2004. The firm acts as a capital allocator for both individual/family and institutional clients, offering portfolio management for individuals, small businesses and institutions, pension consulting support, and advisor selection services. Its fee model combines asset-based (percentage of AUM) billing with hourly charges for certain work. Cfci does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds13%
- Investment Grade Corp Bonds12%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Daniel Hays
Chief Compliance OfficerCRD 4332513
Contacts
3 of 10
Dennis Thacker
Financial ConsultantCRD 5722982
Douglas Hughes
Vice PresidentCRD 4028855
Ryan Belcher
Financial ConsultantCRD 5480934
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$125M in ETFs
67%
$84.2M
23%
$40.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $10.5M | 14,143 | 8.38% |
Location
Bloomington, IN
Monroe
Location
Bloomington, IN
Headquartered in Bloomington, IN, anchoring the Bloomington-Bedford, IN metro in the Midwest.
- Metro area
- Bloomington-Bedford, IN
- Region
- Midwest
- County
- Monroe
- Address
- 674 S College Ave
- Time zone
- ET (UTC-5)
- Office locations
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