Cfo4life Group, LLC
● SEC registered since 2017CRD 287600SEC# 801-110095Coppell, TX
Reg. AUM
$1.94B
Employees
22
Accounts
3,279
Location
Coppell, TX
Cfo4life Group, LLC assets under management
Cfo4life Group, LLC is an SEC-registered investment adviser based in Coppell, TX. The firm has been registered since 2017. It reports $1.9 billion in regulatory assets under management and employs 22 people.
Cfo4life Group, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Metford Chastain Control | Executive Director | Under 5% | 2007 |
| Focus Operating, LLC Control | Member/Manager | Over 75% | 2017 |
| Levi Glenn McMellian Control | Chief Executive Officer, Executive Director | Under 5% | 2007 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cfo4life Group, LLC manage?
Cfo4life Group, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Cfo4life Group, LLC have?
Cfo4life Group, LLC reports 22 employees.
Where is Cfo4life Group, LLC located?
Cfo4life Group, LLC is based in Coppell, TX and has been SEC-registered since 2017.
Does Cfo4life Group, LLC disclose fund performance?
Cfo4life Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 735 Plaza Blvd., Suite 100, Coppell, TX 75019 |
| Phone | 214-637-9500 |
| Fax | 214-637-9595 |
| Office hours | 8:00 To 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.94B▲ 3%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.94Bregulatory AUM
Discretionary $1.9BNon-discretionary $33.2M