# COFG ADVISORS, LLC

COFG ADVISORS, LLC of OAK BROOK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 333344
- Type: SEC-registered investment adviser
- SEC file number: 801-131428
- Location: 903 COMMERCE DRIVE,, SUITE 300, OAK BROOK, IL, 60523
- Phone: (630) 954-5572
- Latest filing: 2026-02-18
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $97.5M
- Clients: 19
- Accounts: 4,345

## Business model

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

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| David Nathan Navarro | PRESIDENT | — |
| Frank Edward Kautzky | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Jae Won Ha | FINANCIAL ADVISOR | — |
| John Anthony Ferrante | FINANCIAL ADVISOR | — |
| Brett Errol Sherpan | FINANCIAL ADVISOR | — |
| Brendon Jon Pierce | FINANCIAL ADVISOR | — |
| FERRANTE ANTHONY | FINANCIAL ADVISOR | — |
| NAVARRO DAVID NATHAN | PRESIDENT | — |
| KAUTZKY FRANK EDWARD | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| HA JAE WON | FINANCIAL ADVISOR | — |
| SHERPAN BRETT ERROL | FINANCIAL ADVISOR | — |
| PIERCE BRENDON JON | FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333344/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333344/similar
- Related entities: https://search.stillhousedata.com/firm/333344/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333344

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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.