RIA Intel›Advisers›Illinois›CFI PARTNERS, LLC

CFI PARTNERS, LLC

Advisory

N·CHICAGO, IL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$26.3B

1-Year AUM Growth

-4.6%

3-Year CAGR

+42.5%

Employees

23

Assets Under Management

Total AUM$26.3B

Discretionary AUM$24.3B

Non-Discretionary AUM$2.0B

Discretionary %92.4%

Total Clients6

Team

Total Employees23

Investment Advisers47

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record31

First FilingMay 1, 2006

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CFI PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.