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Comprehensive Financial Consultants

Comprehensive Financial Consultants. CRD 310603

Comprehensive Financial Consultants logo

CRD: 310603

Comprehensive Financial Consultants

Cicero, IN, 46034
3179847693
cfcplans.com
$187.3M Total AUM
$185.7M Disc. AUM
-- 3Y CAGR
9 Employees
392 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
North frontier
Established Date
09-01-2020
Office Locations
1

Office Locations

7800 East 236th Street Cicero IN

About Comprehensive Financial Consultants

Comprehensive Financial Consultants is a Cicero, IN wealth management and retirement planning firm focused on guiding clients through retirement income planning, IRA/401(k) rollovers, investment management, and tax-efficient and asset-protection strategies, with insurance and annuity solutions as part of the toolkit. Portfolios emphasize ETFs and public funds, and the practice maintains custody relationships including Charles Schwab.

Team overview

38 AVG AGE
$62.4M AVG AUM / ADVISOR
$477.8K AVG AUM / CLIENT
3.1 yrs AVG TENURE
9 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

North glacier Quantum

Client Personas

Focus signal

CRM

Zenith capital

Custodian

Unison vector Focus horizon Fusion

Investment Themes

Element prime Delta momentum Vital Fusion Delta

Investment Vehicles

Horizon pioneer

Services

Zenith radial Prime radial Horizon Horizon Beacon Horizon zenith Matrix summit Unison value Momentum capital Insight

Technology

Optima

Owner & Executives

Christian David McGill

Christian David McGill

Chief Compliance Officer, Financial Consultant

CRD
#6948038
Ownership
Less than 5%
(630) 747-7058
insight.catalyst@elementcapital.com
in linkedin.com/in/legacy-frontier
DAVID EARL MCGILL

DAVID EARL MCGILL

President

CRD
#2491757
Ownership
Less than 5%
(898) 390-2528
horizon.summit@horizoncapital.com
in linkedin.com/in/legacy-catalyst

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Contacts

D

Dallas Jackson Baltz

--

CRD
#8184535
(500) 716-6650
value.bridge@legacycapital.com
in linkedin.com/in/legacy-timber
N

Noah Edwin Wolfe

--

CRD
#8220224
(851) 842-7303
bridge.quantum@ridgecapital.com
in linkedin.com/in/wave-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-01-2024
10-21-2025
03-17-2026
Category Assets AVG. Account size
Discretionary $185,712,501 $165,667
Non-Discretionary $1,573,122 $786,561
Total $187,285,623 $166,773

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Separately Managed Accounts

Total SMA Asset: $187,285,623

$187.3M Total SMA
Equity - Exchange:
7.7%
Public Funds:
16.3%
Corporate - Investment Grade:
13.7%
Other:
16.0%
Cash:
14.6%
Corporate - Non-Investment Grade:
6.0%
Municipal Bonds:
13.4%
U.S. Government/Agency:
12.3%
Asset class Assets Assets %
Equity - Exchange $228,961,231 7.7%
Public Funds $484,684,164 16.3%
Corporate - Investment Grade $407,372,580 13.7%
Other $475,763,597 16.0%
Cash $434,134,282 14.6%
Corporate - Non-Investment Grade $178,411,349 6.0%
Municipal Bonds $398,452,012 13.4%
U.S. Government/Agency $365,743,265 12.3%
Total $2,973,522,480 100.0%

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