Cfc Planning Company, LLC
● SEC registered since 2024CRD 310603SEC# 801-131561Cicero, IN
Reg. AUM
$187.3M
Employees
9
Accounts
1,123
Location
Cicero, IN
Cfc Planning Company, LLC assets under management
Cfc Planning Company, LLC is a registered investment adviser overseen by the SEC based in Cicero, IN. The firm has been registered since 2024. It reports $187.3 million in regulatory assets under management and employs 9 people.
Cfc Planning Company, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cfc Planning Company Trust Control | Managing Member | Over 75% | 2020 |
| Christian David McGill Control | Cco | Under 5% | 2020 |
| David Earl McGill Control | President | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Cfc Planning Company, LLC manage?
Cfc Planning Company, LLC reports $187.3 million in regulatory assets under management on its Form ADV.
How many employees does Cfc Planning Company, LLC have?
Cfc Planning Company, LLC reports 9 employees.
Where is Cfc Planning Company, LLC located?
Cfc Planning Company, LLC is based in Cicero, IN and has been SEC-registered since 2024.
Does Cfc Planning Company, LLC disclose fund performance?
Cfc Planning Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7800 East 236th Street, Cicero, IN 46034 |
| Phone | 317-984-7693 |
| Fax | 317-984-8787 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$187.3M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$187.3Mregulatory AUM
Discretionary $185.7MNon-discretionary $1.6M