CFO4Life

RIASEC RegisteredEst. 2017
Total AUM
$1.9B
Discretionary
$1.9B
98% of AUM
Avg account
$590K
Accounts
3,279
Employees
22
Advisory reps
11

Firm details

Headquarters
Coppell, Texas
CRD number
287600
Registered since
February 1, 2017
Website
www.mycfo4life.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI71.9%
  • Pension & Profit Sharing Plans13.47%
  • Corporations / Businesses7.09%
  • Individuals6.54%
  • Charitable Organizations1%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

CFO4Life is an independent registered investment adviser organized as a limited liability company and on the SEC registry since 2017. The firm positions itself as a capital allocator for both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting, adviser selection, and educational seminars. Its revenue model blends asset-based fees with fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 22%, Cash & Cash Equivalents 4%, State & Local Bonds 3%, Private Funds 2%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities22%
  • Cash & Cash Equivalents4%
  • State & Local Bonds3%
  • Private Funds2%

Owners & executives

2 of 2
  • Brian Chastain

    Brian Chastain

    CIO and Founding PartnerCRD 1556616

  • Levi Mcmellian

    Levi Mcmellian

    CEOCRD 4516443

Contacts

3 of 9
  • Sean Alford

    Sean Alford

    Director of InvestmentsCRD 5968697

  • Elizabeth Allie

    Elizabeth Allie

    Service AdvisorCRD 5020694

  • Russell Boaz

    Russell Boaz

    Registered RepresentativeCRD 5482950

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 103

Active vs passive

$513M in ETFs

Passive

62%

$315M

Active

38%

$197M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$99M144,15519.30%
Unlock additional holdings →

Location

Primary office

Coppell, TX

Dallas

Location

Coppell, TX

Headquartered in Coppell, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
735 Plaza Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Coppell Advisory Solutions LLC

RIA

Coppell, TX

AUM $1.1BTEAM 87REPS 89

MCR Fund Management LLC

RIA

Coppell, TX

AUM $4.6BTEAM 60REPS 3

Main Street Retirement Planning, LLC

RIA

Coppell, TX

AUM $717MTEAM 3REPS 3

Optimus Capital Advisors, LLC

RIA

Coppell, TX

AUM $264MTEAM 4REPS 4

Collective Wealth Advisors LLC

RIA

Coppell, TX

AUM $157MTEAM 7REPS 5

Ranchwood Capital Management

RIA

Coppell, TX

AUM $930KTEAM 1REPS 1
More RIAs in Coppell →All Texas RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth