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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-07-2014
- Office Locations
- 1
Office Locations
About C Financial AND TAX Associates
C Financial AND TAX Associates is a Riverside-based RIA. The firm has been operating for 12 years. Managing $10.9M in total assets under management, with 1 advisory representatives. They custody assets with SEI.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 49 clients, or 49 clients per representative. That equates to $221.9K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
CECELIA WYNETTE FAIRFAX
Chief Executive Officer
- CRD
- #1226990
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,872,492 | -- |
| Total | $10,872,492 | -- |
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Separately Managed Accounts
SMA allocation detail is available
C Financial AND TAX Associates has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.