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CEF ADVISORS

· CRD 115562 · IAPD ↗ · cefdata.com · 804-288-2482

$186.3MRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — CEF ADVISORS added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2026 — CEF ADVISORS changed its website from cefadvisors.com to cefdata.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2025 — CEF ADVISORS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — CLOSED-END FUND ADVISORS is now doing business as CEF ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
25
October 2024 — CLOSED-END FUND ADVISORS changed its website from cefuniverse.com to cefadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
October 2024 — CLOSED-END FUND ADVISORS notice-filed in GA, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.