# CONFIANCE, FINANCIAL & INVESTMENT ADVISORS

CONFIANCE, FINANCIAL & INVESTMENT ADVISORS of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 147697
- Type: SEC-registered investment adviser
- Location: 600 SUPERIOR AVENUE E., CLEVELAND, OH, 44114-2654
- Phone: 866-987-8781
- Latest filing: 2026-03-05
- Regulatory AUM: $31.4M
- Discretionary AUM: $31.4M
- Non-discretionary AUM: $50K
- Clients: 1
- Accounts: 64

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147697/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147697/similar
- Related entities: https://search.stillhousedata.com/firm/147697/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147697

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.