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 has been SEC-registered since 2004 and acts as a capital allocator for both individual/family and institutional clients. Its core advisory services include portfolio management for individuals, small businesses, and institutions, along with pension consulting and selection of external managers. The firm charges clients on a percentage-of-AUM basis and also uses hourly billing for some services. 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%
Contacts
3 of 12Douglas Hughes
Associate, Financial ConsultantCRD 4028855
DANIEL HAYS
Director of OperationsCRD 4332513
JOSHUA NORRIS
Insurance BrokerCRD 6569645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$116M in ETFs
70%
$80.9M
24%
$34.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $7.9M | 13,745 | 6.86% |
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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