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COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

Advisory

N·BLOOMINGTON, IN

Data as of Feb 18, 2026 · Source: SEC Form ADV

Total AUM
$596M
1-Year AUM Growth
+13.6%
3-Year CAGR
+17.2%
Employees
21
Assets Under Management
Total AUM$596M
Discretionary AUM$596M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,113
Team
Total Employees21
Investment Advisers22
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record51
First FilingFeb 19, 2004
Latest FilingFeb 18, 2026
🔒 Full AUM trend chart and 51 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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