CF Advisors LLC

Overview

CF Advisors LLC is a privately held limited liability company that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm charges a percentage-of-assets fee and reports an advisory focus on discretionary portfolio management rather than pension consulting or broader institutional services. It identifies its client base as individual and family investors and indicates an affiliation with broker-dealer activity in addition to its investment-adviser functions. The firm does not position itself as an ESG investor, is not a capital allocator to outside managers in a general sense, and is neither newly formed nor a pension consultant. Ownership is recorded as a mix of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices