CTF FINANCIAL SERVICES, INC.

CTF FINANCIAL SERVICES, INC. of OCALA, FL is an SEC-registered investment adviser (CRD 142217). Regulatory assets under management: $373K.

Registration

• CRD: 142217
• Type: Registered investment adviser
• Location: 1900 SE 18TH AVENUE, OCALA, FL, 34471
• Phone: 352-369-0602
• Latest filing: 2026-03-30
• Regulatory AUM: $373K
• Discretionary AUM: $373K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 142217 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search