Cf Financial

Cf Financial (CRD# 311964) is a financial advisory firm headquartered in Fort Worth, TX. They manage $41,816,018 in 162 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
300 Throckmorton Street, Suite 1900, Fort Worth, TX 76102
https://cffinancialgroup.com
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $258,124
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Cf Financial
Showing 1 - 2 of 2 top financial advisors.
1
Jason Smith, financial advisor Fort Worth TX
Jason Smith
CRD#: 6060809
300 Throckmorton Street, Suite 1900, Fort Worth, TX 76102

Jason Smith (CRD# 6060809) is an Investment Advisor Representative working at Cf Financial in Fort Worth, TX and has over 11 years of experience in the finance industry.

2
Kyle Watkins, financial advisor Fort Worth TX
Kyle J. Watkins
CRD#: 6124917
300 Throckmorton Street, Suite 1900, Fort Worth, TX 76102

Kyle Watkins (CRD# 6124917) is an Investment Advisor Representative working at Cf Financial in Fort Worth, TX and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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