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COMPREHENSIVE FINANCIAL CONSULTANTS

CICERO, IN · CRD 310603 · IAPD ↗ · cfcplans.com · 317-984-7693

$187.3MRegulatory AUM
3Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — COMPREHENSIVE FINANCIAL CONSULTANTS reported RAUM up 34% ($140.0M -> $187.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — COMPREHENSIVE FINANCIAL CONSULTANTS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
January 2025 — COMPREHENSIVE FINANCIAL CONSULTANTS (CICERO, IN) is newly SEC-registered with $140.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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