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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-25-2012
- Office Locations
- 1
Office Locations
About Cdfinancial
CDFINANCIAL is a San Juan Capistrano, CA advisory firm focused on retirement planning. Led by founder Charles Jude Dzama, the firm guides clients through a structured Discover–Evaluate–Plan process (the Charted Retirement Course) and delivers customized strategies spanning portfolio management, tax and estate/legacy planning, and insurance needs. Portfolios are ETF- and public-fund oriented and custody includes Schwab/TD Ameritrade.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 253 clients, or 253 clients per representative. That equates to $394.1K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on July 28, 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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- Custodian
- Investment Themes
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Owner & Executives
CHARLES JUDE DZAMA
Advisor, Founder, Managing Member
- CRD
- #5648374
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,700,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cdfinancial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.