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CHURCH ORGANIZERS FOUNDATION

Advisory

MI

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account

$169K

across 51 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, MI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

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

$9M

PLAISIER FINANCIAL GROUP LLC

$9M

PORTFOLIO ANALYTICS INC

$9M

ABRAM ASSET MANAGEMENT, INC.

$8M

EPI FINANCIAL GROUP LLC

$9M

MAXWELL ADVISORY SERVICES INC

$9M

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