CFO4Life

RIASEC RegisteredEst. 2017
Total AUM
$1.9B
Discretionary
$1.9B
98% of AUM
Avg account
$590K
Accounts
3,279
Employees
22
Advisory reps
12

Firm details

Headquarters
COPPELL, Texas
CRD number
287600
Registered since
February 1, 2017
Website
www.mycfo4life.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI71.9%
  • Pension & Profit Sharing Plans13.47%
  • Corporations / Businesses7.09%
  • Individuals6.54%
  • Charitable Organizations1%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

CFO4Life is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory scope covers financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, manager selection, and educational seminars. Compensation is a mix of percentage-of-AUM fees and fixed fees, and the firm also markets other financial products. CFO4Life does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 22%, Cash & Cash Equivalents 4%, State & Local Bonds 3%, Private Funds 2%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities22%
  • Cash & Cash Equivalents4%
  • State & Local Bonds3%
  • Private Funds2%

Owners & executives

2 of 2

  • BRIAN CHASTAIN

    CIO and Founding PartnerCRD 1556616

  • LEVI MCMELLIAN

    CEOCRD 4516443

Contacts

3 of 10

  • Sean Alford

    Director of InvestmentsCRD 5968697

  • ELIZABETH ALLIE

    Service AdvisorCRD 5020694

  • Victoria Areingdale

    Service AdvisorCRD 6509799

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 83

Active vs passive

$448M in ETFs

Passive

60%

$269M

Active

40%

$179M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$86.3M144,50019.27%
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Location

Primary office

COPPELL, TX

DALLAS

Location

COPPELL, TX

Headquartered in COPPELL, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
735 Plaza Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth