CFD INVESTMENT ADVISORY LLC

Overview

CFD Investment Advisory LLC is structured as a single-owner limited liability company that provides fee-based portfolio management primarily for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and does not identify itself as a capital allocator or an ESG-focused investor. Public records list it as an unclassified adviser; it is not designated as a multi-state adviser, is not a pension consultant, and does not report any related-adviser affiliations. Regulatory details are sparse: the firm's SEC registration year is not listed and available disclosures do not provide a broader client segmentation or stated investment philosophy beyond private client portfolio management.

Assets & Accounts

Location & Offices