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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Horizon alpha
- Established Date
- 02-01-2017
- Office Locations
- 3
Office Locations
About Cfo4life
CFO4Life provides comprehensive wealth management for business owners, corporate executives, and multi-generational families, acting as a "personal CFO" across planning and investment management. The firm offers tax preparation and planning with CPAs on staff for individual and corporate tax strategies, and supports employer retirement plans as a fiduciary. CFP-led and non-proprietary; custodies with Charles Schwab and Fidelity/NFS.
Team overview
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Investment Themes
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Platform
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Owner & Executives
Sean Michael Alford
Chief Investment Officer
- CRD
- #5968697
- Ownership
- Less than 5%
BRIAN METFORD CHASTAIN
Chief Investment Officer, EXECUTIVE DIRECTOR
- CRD
- #1556616
- Ownership
- Less than 5%
Crest beacon
Optima legacy ember
- CRD
- #82903
- Ownership
- 36.5%
Showing 2 of 4 owners & executives
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ELIZABETH BROWN ALLIE
--
- CRD
- #5020694
Victoria Areingdale
--
- CRD
- #6509799
Ridge vertex
Vertex momentum
- CRD
- #45819
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,902,285,860 | $586,040 |
| Non-Discretionary | $33,227,352 | $1,006,889 |
| Total | $1,935,513,212 | $590,275 |
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Separately Managed Accounts
Total SMA Asset: $1,935,513,212
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $869,814,799 | 17.4% |
| Equity - Exchange | $1,634,651,949 | 32.7% |
| Cash | $564,879,726 | 11.3% |
| Municipal Bonds | $474,898,884 | 9.5% |
| Private Funds | $1,454,690,267 | 29.1% |
| Total | $4,998,935,625 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN OPTIMA | BRIDGE LEGACY | 43LSZPOMI | JFYDO | 8.72% | $88,135,561 |
| PRIME CATALYST UNISON | BEACON MERIDIAN | ZUMV0YRT1 | YZYZ | 5.57% | $36,577,411 |
| INSIGHT RADIAL | RIDGE FOUNDATION | BD708IYI6 | JIA | 11.08% | $36,865,267 |
| RADIAL SUMMIT | NORTH OAK | 138P995ML | RIFJQ | 12.40% | $2,814,845 |
| PIONEER WAVE | FRONTIER FUSION | B0RU5AMJE | ZAVDG | 11.22% | $99,457,785 |
| UNISON VERTEX | FUSION BRIDGE | 186URR4T7 | EGEUM | 10.43% | $119,792,757 |
| ALPHA LEGACY PIONEER | RADIAL BEACON | 498BUZQDZ | PEH | 2.16% | $109,716,438 |
| MERIDIAN QUANTUM | EAGLE MATRIX | XZS14EYDB | TGMDA | 1.81% | $58,844,071 |