$53.8M Total AUM
$53.8M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Momentum
- Established Date
- 01-21-2021
- Office Locations
- 1
Office Locations
300 Throckmorton Street Suite 1900 Fort Worth TX
About CF Financial
CF Financial is a Fort Worth, TX RIA serving families, individuals, and business owners with financial planning, investment planning, tax planning, estate planning, and insurance needs. The firm focuses on helping clients invest in their values through simplified, risk-managed asset allocation, using a mix of public funds, private funds, ETFs, and fixed income. Primary custody includes Charles Schwab.
Team overview
38 AVG AGE
$53.8M AVG AUM / ADVISOR
$597.6K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Timber frontier
Client Personas
Harbor
CRM
Eagle glacier
Custodian
Summit Element
Investment Themes
Ember Focus horizon Momentum vector
Investment Vehicles
Vector harbor
Services
Summit North Foundation Pathway insight North element Prime catalyst Summit Wave foundation
Technology
Wave
Owner & Executives
Kyle Joseph Watkins
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6124917
- Ownership
- 10% but less than 25%
(871) 699-2336
glacier.value@pathwaycapital.com
in linkedin.com/in/legacy-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,787,594 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,787,594 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,787,594
Public Funds:
7.8% Private Funds:
13.0% Equity - Exchange:
9.8% Other:
24.0% Cash:
23.3% Corporate - Investment Grade:
8.4% U.S. Government/Agency:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $613,972,548 | 7.8% |
| Private Funds | $1,023,287,579 | 13.0% |
| Equity - Exchange | $771,401,406 | 9.8% |
| Other | $1,889,146,300 | 24.0% |
| Cash | $1,834,046,200 | 23.3% |
| Corporate - Investment Grade | $661,201,205 | 8.4% |
| U.S. Government/Agency | $1,078,387,679 | 13.7% |
| Total | $7,871,442,917 | 100.0% |