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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-29-2016
- Office Locations
- 1
Office Locations
About Church Organizers Foundation
Church Organizers Foundation (COF) is a Mason, MI-based ministry focused on strengthening frontline churches through continuous monitoring of a dual bottom line: gospel impact and financial health. COF supports congregational stewardship with programs like its Oi-kon-omia team-building retreat and offers fixed-rate investment options, including FDIC-insured CDs and short-dated investment-grade corporate bonds.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 35 clients, or 35 clients per representative. That equates to $245.7K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on January 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Church Organizers Foundation record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARTIN EDWARD LEE
Chief Investment Officer, EXECUTIVE DIRECTOR, Investment Advisor
- CRD
- #4024387
- Ownership
- 50% but less than 75%
ANNE RENATA LEE
Investment Advisor Representative
- CRD
- #4831478
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Justin Nathaniel Lee
Associate
- CRD
- #7558930
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,600,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Church Organizers Foundation has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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