CFO CAPITAL MANAGEMENT, LLC

CFO CAPITAL MANAGEMENT, LLC of FAIRFIELD, CT is an SEC-registered investment adviser (CRD 110950). Regulatory assets under management: $243.9M.

Registration

• CRD: 110950
• SEC file number: 801-30887
• Type: Registered investment adviser
• Location: 1305 POST RD, STE. 202, FAIRFIELD, CT, 06824
• Phone: 203-221-0202
• Latest filing: 2026-03-31
• Regulatory AUM: $243.9M
• Discretionary AUM: $243.9M
• Clients: 4
• Accounts: 587

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 110950 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search