Cdfinancial

Overview

Cdfinancial is an independently owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside managers when appropriate, and it identifies itself as a capital allocator. Its billing combines asset‑based fees with hourly and fixed‑fee arrangements. Cdfinancial reports an industry affiliation with an insurance company and is not designated as a multi‑state adviser or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives