CF ADVISORS LLC

Overview

CF Advisors LLC is a small, fee-based advisory firm organized as a limited liability company that focuses on discretionary portfolio management for individuals and small businesses. The firm runs a percentage-of-AUM fee model and targets individual and family clients rather than institutional mandates. Public filings identify equity as the firm’s allocation preference, with exchange-traded equities forming the backbone of client portfolios. CF Advisors does not position itself as an active ESG investor and lists broker-dealer and other investment adviser affiliations as part of its operating structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices