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COMMUNITY DEVELOPMENT FUND ADVISORS, LLC

· CRD 281617 · IAPD ↗ · communitydevelopmentfund.com · 305-663-0100

$326.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

59
June 2026 — COMMUNITY DEVELOPMENT FUND ADVISORS, LLC reported RAUM up 58% ($206.1M -> $326.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
April 2025 — COMMUNITY DEVELOPMENT FUND ADVISORS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — COMMUNITY DEVELOPMENT FUND ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — COMMUNITY DEVELOPMENT FUND ADVISORS, LLC reported RAUM up 54% ($133.9M -> $206.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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