C
CRD: 328940
CF Advisors LLC
Salina, KS, 67401
7858277700
$84.7M Total AUM
$84.7M Disc. AUM
-- 3Y CAGR
3 Employees
132 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Hilltop Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2023
- Office Locations
- 2
Office Locations
110 E. Iron AVE Suite D Salina KS
945 E 8TH ST Traverse City MI
About CF Advisors LLC
CF Advisors LLC is a Salina-based RIA with 2 offices. The firm has been operating for 2 years. Managing $84.7M in total assets under management, with 2 advisory representatives. They custody assets with Hilltop Securities. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$42.4M AVG AUM / ADVISOR
$641.8K AVG AUM / CLIENT
2.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
North oak Horizon fusion
Client Personas
Horizon
Investment Themes
Optima radial
Investment Vehicles
Foundation peak
Services
Meridian Atlas Catalyst eagle Momentum Ridge
Owner & Executives
T
TREVOR LYNN FETTERS
Owner, President
- CRD
- #4656274
- Ownership
- Less than 5%
(259) 563-2388
capital.legacy@deltacapital.com
in linkedin.com/in/unison-vertex
J
JANIS M HAMMAN
DIRECTOR, Member Of Board Of Managers, President, Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
(607) 291-7737
atlas.ember@primecapital.com
in linkedin.com/in/radial-pathway
E
Eagle timber
Eagle pioneer
- CRD
- #84075
- Ownership
- 14.5%
(317) 252-4911
value.zenith@crestcapital.com
in linkedin.com/in/prime-horizon
Showing 2 of 3 owners & executives
Unlock allContacts
T
THOMAS ALLAN COSGROVE
Business Development Manager
- CRD
- #1047934
(480) 922-6546
foundation.north@signalcapital.com
in linkedin.com/in/vector-atlas
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,719,940 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,719,940 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,719,940
Equity - Exchange:
21.2% Equity - OTC:
14.3% Cash:
53.4% Public Funds:
11.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $496,885,947 | 21.2% |
| Equity - OTC | $335,163,634 | 14.3% |
| Cash | $1,251,590,073 | 53.4% |
| Public Funds | $260,161,981 | 11.1% |
| Total | $2,343,801,635 | 100.0% |