CAF Investments LLC

Overview

CAF Investments LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients and some institutional relationships, focusing its advisory work on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-assets, hourly billing, and the ability to charge performance-based fees. The firm is not flagged as an active ESG investor, does not operate as a multi-state adviser, and is not identified as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives