CF FINANCIAL

CF FINANCIAL LLC

CRD 311964

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300 THROCKMORTON STREET, SUITE 1900, FORT WORTH, TX, 76102, United States

Phone

817-435-8710

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$53.8M

Discretionary AUM

$53.8M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-04

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsON-GOING FINANCIAL PLANNING

Client types

Type	Clients	AUM
Individuals	52	$5.5M
High net worth individuals	37	$48.3M

All web addresses on file

https://cffinancial.com/

Official SEC filing: View on IAPD