CF FINANCIAL

CF FINANCIAL of FORT WORTH, TX is an SEC-registered investment adviser (CRD 311964). Regulatory assets under management: $53.8M.

Registration

• CRD: 311964
• Type: Registered investment adviser
• Location: 300 THROCKMORTON STREET, FORT WORTH, TX, 76102
• Phone: 817-435-8710
• Latest filing: 2026-07-13
• Regulatory AUM: $53.8M
• Discretionary AUM: $53.8M
• Clients: 1
• Accounts: 167

Business model

Compensation: % of AUM, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311964 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search