Cfci
Firm details
- Headquarters
- Bloomington, Indiana
- CRD number
- 128257
- Registered since
- March 4, 2004
- Website
- www.cfci.us
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI56.65%
- Individuals35.19%
- Charitable Organizations8.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cfci is a privately owned advisory firm that provides portfolio management to individuals, small businesses, and institutional clients. The firm is SEC-registered (since 2004) and identifies as a capital allocator, using both in-house portfolio management and selection of third-party advisers. Fee arrangements include a percentage of assets under management and hourly charges. Its advisory services explicitly cover portfolio management for individuals and businesses, pension consulting and the selection of other advisers. Cfci does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities52%
- Public Funds/Mutual Funds13%
- Investment Grade Corp Bonds12%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Daniel Hays
Chief Compliance OfficerCRD 4332513
Contacts
3 of 10
Dennis Thacker
Financial ConsultantCRD 5722982
Douglas Hughes
Vice PresidentCRD 4028855
Ryan Belcher
Financial ConsultantCRD 5480934
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 220Active vs passive
$231M in ETFs
74%
$171M
20%
$60.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $10.1M | 13,775 | 4.39% |
Location
Bloomington, IN
Monroe
Location
Bloomington, IN
Headquartered in Bloomington, IN, anchoring the Bloomington-Bedford, IN metro in the Midwest.
- Metro area
- Bloomington-Bedford, IN
- Region
- Midwest
- County
- Monroe
- Address
- 674 S College Ave
- Time zone
- ET (UTC-5)
- Office locations
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