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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-19-2006
- Office Locations
- 1
Office Locations
About CCF Advisors LLC
CCF Advisors is an independent, comprehensive financial services firm in Rocky River, Ohio, serving retail and business investors. The team provides financial planning, portfolio construction, and ongoing advisory support, including free individual consultations and annual fiduciary reviews for retirement plans. Investment implementation emphasizes ETFs and public funds, with custody through Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 26.3% is discretionary and 73.7% is non-discretionary.
The firm reports 2 advisory representatives and 54 clients, or 27 clients per representative. That equates to $255.9K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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Owner & Executives
KEVIN PATRICK ANGNEY
--
- CRD
- #2938135
- Ownership
- 50% but less than 75%
ROBERT LEON STEWART JR
Manager, President
- CRD
- #2616581
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,633,000 | -- |
| Non-Discretionary | $10,183,000 | -- |
| Total | $13,816,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
CCF Advisors LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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