Cofg Advisors, LLC
● SEC registered since 2024CRD 333344SEC# 801-131428Oak Brook, IL
Reg. AUM
$1.21B
Employees
19
Accounts
4,345
Location
Oak Brook, IL
Cofg Advisors, LLC assets under management
Cofg Advisors, LLC is an SEC-registered investment adviser based in Oak Brook, IL. The firm has been registered since 2024. It reports $1.2 billion in regulatory assets under management and employs 19 people.
Cofg Advisors, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bswm, Inc. | Owner | 5-10% | 2024 |
| Cofg Brokerage, Inc. Control | Owner | 50-75% | 2024 |
| David Nathan Navarro Control | President | 50-75% | 2024 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cofg Advisors, LLC manage?
Cofg Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Cofg Advisors, LLC have?
Cofg Advisors, LLC reports 19 employees.
Where is Cofg Advisors, LLC located?
Cofg Advisors, LLC is based in Oak Brook, IL and has been SEC-registered since 2024.
Does Cofg Advisors, LLC disclose fund performance?
Cofg Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 903 Commerce Drive,, Suite 300, Oak Brook, IL 60523 |
| Phone | (630) 954-5572 |
| Fax | (630) 954-5701 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.21B▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.21Bregulatory AUM
Discretionary $1.11BNon-discretionary $97.5M