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CF FINANCIAL LLC

Advisory

FORT WORTH, TX

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in TX
#1,716
of 2,813 advisers by AUM
Average account
$322K
across 167 accounts
AUM per adviser
$54M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$54M
Discretionary %
100%
Clients
89
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$54M
Discretionary AUM$54M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients89
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

GEN Y PLANNING LLC
$54M
WEALTH SOLUTIONS, INC.
THE WOODLANDS, TX
$54M
PRESIDIO FINANCIAL, LLC
HOUSTON, TX
$54M
CROSSCAP MANAGEMENT, INC.
HOUSTON, TX
$54M
-16.9% 1Y
ARETE INVESTMENTS, LLC
HOUSTON, TX
$54M
CLEMMONS WEALTH MANAGEMENT LLC
BAYTOWN, TX
$53M

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