CFO4Life

RIASEC RegisteredEst. 2017
Total AUM
$1.9B
Discretionary
$1.9B
98% of AUM
Avg account
$590K
Accounts
3,279
Employees
22
Advisory reps
11

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 a limited liability company and on the SEC registry since 2017. The firm positions itself as a capital allocator for both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting, adviser selection, and educational seminars. Its revenue model blends asset-based fees with fixed-fee engagements. The firm does not identify 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
  • Levi Mcmellian

    Levi Mcmellian

    CEOCRD 4516443

  • Brian Chastain

    Brian Chastain

    CIO and Founding PartnerCRD 1556616

Contacts

3 of 9
  • Bryce Chastain

    Bryce Chastain

    Director Of TaxCRD 6246923

  • Sean Alford

    Sean Alford

    Director of InvestmentsCRD 5968697

  • Elizabeth Allie

    Elizabeth Allie

    Service AdvisorCRD 5020694

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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 205

Active vs passive

$1B in ETFs

Passive

62%

$631M

Active

38%

$390M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$99M144,1559.69%
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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