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CFCI

BLOOMINGTON, IN · CRD 128257 · IAPD ↗ · cfci.us · 812-334-3190

$595.6MRegulatory AUM
21Advisory reps
22Employees
13Clients
n/aPlanning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — CFCI notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — CFCI added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
December 2025 — COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. is now doing business as CFCI.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
March 2025 — COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. crossed $500M in regulatory AUM ($432.4M -> $515.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
November 2024 — COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. notice-filed in CA, VA.
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.