CF Financial
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 311964
- Website
- cffinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.86%
- Individuals10.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
CF Financial is an independent registered investment adviser organized as an LLC that primarily serves individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses, and institutional/business clients. It also provides manager selection services and produces periodic written materials for clients. CF Financial charges clients using a combination of asset-based fees and fixed fees. The firm is identified as a capital allocator, and it does not flag ESG investing as an active focus.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Private Funds18%
- Exchange Traded Equities12%
- Other8%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Kyle Watkins
PartnerCRD 6124917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 300 Throckmorton St
- Time zone
- CT (UTC-6)
- Office locations
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