CFIG INVESTMENT ADVISORY SERVICES, LLC

Overview

Cfig Investment Advisory Services, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm functions as a capital allocator and combines discretionary portfolio management with financial planning and selection-of-other-advisers services. Its business activities include insurance brokerage, which it uses alongside advisory services to implement client solutions that blend investment management with insurance and annuity products. The adviser charges a mix of percentage-of-AUM, hourly, and fixed fees. Its advisory mandate centers on equity-focused portfolios delivered through separately managed account structures and exchange-traded securities. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. In its advisory scope the firm also provides pension consulting services and portfolio management for small businesses and institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices