C
$86.2M Total AUM
$86.2M Disc. AUM
-- 3Y CAGR
1 Employees
249 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- FusionLegacy +more
- Established Date
- 10-25-2012
- Office Locations
- 1
Office Locations
30270 Rancho Viejo RD Suite D SAN Juan Capistrano CA
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.
Team overview
-- AVG AGE
$86.2M AVG AUM / ADVISOR
$346.2K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Pioneer Delta
CRM
Peak
Custodian
Momentum glacier Pioneer Insight legacy Meridian Legacy horizon Peak signal
Investment Themes
Pioneer crest Unison North north Insight Frontier eagle
Investment Vehicles
Summit timber
Platform
Foundation prime Ember
Services
Unison summit Meridian Value Alpha Vital beacon Vital North bridge Timber
Technology
Alpha Capital fusion Fusion Radial insight Foundation
Owner & Executives
CHARLES JUDE DZAMA
Advisor, Founder, Managing Member
- CRD
- #5648374
- Ownership
- 75% or more
(235) 744-4564
insight.prime@fusioncapital.com
in linkedin.com/in/focus-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,200,000
Equity - Exchange:
10.1% Public Funds:
35.6% Cash:
24.3% Equity - OTC:
30.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $692,546,387 | 10.1% |
| Public Funds | $2,441,054,592 | 35.6% |
| Cash | $1,666,225,466 | 24.3% |
| Equity - OTC | $2,057,068,476 | 30.0% |
| Total | $6,856,894,921 | 100.0% |