$13.8M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-19-2006
- Office Locations
- 1
Office Locations
21851 Center Ridge Road Suite 404 Rocky River OH
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.
Team overview
-- AVG AGE
$6.9M AVG AUM / ADVISOR
$255.9K AVG AUM / CLIENT
20.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KEVIN PATRICK ANGNEY
--
- CRD
- #2938135
- Ownership
- 50% but less than 75%
Available
Available
Available
R
ROBERT LEON STEWART JR
Manager, President
- CRD
- #2616581
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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