CFC PLANNING COMPANY, LLC

CFC PLANNING COMPANY, LLC of CICERO, IN is an SEC-registered investment adviser (CRD 310603). Regulatory assets under management: $187.3M.

Registration

• CRD: 310603
• SEC file number: 801-131561
• Type: Registered investment adviser
• Location: 7800 EAST 236TH STREET, CICERO, IN, 46034
• Phone: 317-984-7693
• Latest filing: 2026-03-17
• Regulatory AUM: $187.3M
• Discretionary AUM: $185.7M
• Non-discretionary AUM: $1.6M
• Clients: 9
• Accounts: 1,123

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310603 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search