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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Fusion
- Established Date
- 10-22-2003
- Office Locations
- 4
Office Locations
About Cfci
Comprehensive Financial Consultants (CFCI) is a Bloomington, Indiana-based wealth manager providing financial planning and advice for retirees and pre-retirees, working professionals, women, and small business owners. The team builds goal- and risk-based portfolios plus retirement, estate, and peak-career strategies, with ETF-heavy allocations complemented by fixed income. The firm also publishes books and hosts the weekly “Your Money with David Hays” radio show.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
David Keith Hays
President
- CRD
- #2434893
- Ownership
- 75% or more
DANIEL LEE HAYS
Chief Compliance Officer, Secretary, TREASURER
- CRD
- #4332513
- Ownership
- 5% but less than 10%
Element delta
Pioneer ember
- CRD
- #77285
- Ownership
- 25.5%
Showing 2 of 3 owners & executives
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RYAN THOMAS BELCHER
Financial Consultant
- CRD
- #5480934
ANGELA MARIE CHAMBERS
Licensed Financial Consultant Assistant
- CRD
- #4740900
Harbor momentum
Matrix horizon unison
- CRD
- #11800
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $595,565,339 | $549,922 |
| Non-Discretionary | $0 | -- |
| Total | $595,565,339 | $549,922 |
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Separately Managed Accounts
Total SMA Asset: $595,565,339
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $35,399,940 | 8.8% |
| Public Funds | $105,395,276 | 26.2% |
| Corporate - Investment Grade | $58,731,719 | 14.6% |
| Equity - OTC | $69,995,336 | 17.4% |
| Cash | $30,974,947 | 7.7% |
| Municipal Bonds | $45,054,469 | 11.2% |
| Other | $20,918,146 | 5.2% |
| Other | $35,802,212 | 8.9% |
| Total | $402,272,045 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE FOCUS | CATALYST VALUE | Z2UL0VHIY | JDSD | 11.36% | $92,720,592 |
| EMBER PEAK | WAVE VALUE | L7H63SGQE | UHPY | 7.83% | $100,512,247 |
| VITAL PATHWAY | CAPITAL ZENITH | 3HDWT9K3W | CDWSB | 8.12% | $23,258,349 |
| EAGLE PEAK CATALYST | ATLAS BEACON | ZK318NKUJ | DHRA | 7.38% | $18,412,002 |
| VERTEX RADIAL BRIDGE | INSIGHT ALPHA | CSJ04B8AZ | GEJD | 11.83% | $19,283,725 |
| NORTH BRIDGE | MATRIX EAGLE | HFJIHP2MT | AQTZC | 1.55% | $57,873,052 |
| MOMENTUM PEAK | EMBER SUMMIT | 3LSRM2NIB | LFH | 1.07% | $115,383,408 |
| MERIDIAN VECTOR VECTOR | INSIGHT PRIME | ELYMBZIM7 | RGN | 7.64% | $76,029,427 |