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CFT CAPITAL MANAGEMENT, LLC

LOS ANGELES, CA · CRD 319348 · IAPD ↗ · cftcapitalpartners.com · 3109808840

$3.75BRegulatory AUM
12Advisory reps
13Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — CFT CAPITAL MANAGEMENT, LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
54
March 2025 — CFT CAPITAL MANAGEMENT, LLC reported RAUM up 47% ($2.29B -> $3.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
March 2024 — CFT CAPITAL MANAGEMENT, LLC reported RAUM up 71% ($1.34B -> $2.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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