CAF INVESTMENTS LLC

Overview

CAF Investments LLC is a small, independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses. The firm operates with an owner-type classified as an individual and positions itself to serve both individual & family and institutional clients. Its advisory offerings include fee arrangements by percentage of AUM, hourly charges and performance-based fees, and the firm is not identified as an active ESG investor. Investment activity is concentrated in pooled public vehicles rather than concentrated single-name positions. The ADV filing shows a clear tilt toward mutual funds and other public fund structures for implementing client portfolios. The firm does not report acting as a capital allocator and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices