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CFI PARTNERS

CHICAGO, IL · CRD 139531 · IAPD ↗ · 312-416-4300

$26.31BRegulatory AUM
23Advisory reps
47Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — CFI PARTNERS reported RAUM up 322% ($6.24B -> $26.31B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — CFI PARTNERS now reports custody of client assets ($301.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
59
April 2024 — CFI PARTNERS grew from 16 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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