RIA IntelAdvisersOhioCCF ADVISORS LLC

CCF ADVISORS LLC

Advisory

ROCKY RIVER, OH

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account
$256K
across 54 accounts
AUM per adviser
$7M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$14M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$14M
Discretionary AUM$4M
Non-Discretionary AUM$10M
Discretionary %26.3%
Total Clients54
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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SAUNIX INVESTMENT MANAGEMENT, LLC
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CLEARMIND CAPITAL LLC
$14M
VICTORY FINANCIAL SERVICES LLC
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$14M
HAWK INVESTMENT MANAGEMENT, LLC
DUBLIN, OH
$14M
BUETER & ASSOCIATES INC
COLUMBUS, OH
$14M
-8.8% 1Y

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