Comprehensive Financial Consultants Institutional, Inc.
● SEC registered since 2004CRD 128257SEC# 801-62834Bloomington, IN
Reg. AUM
$595.6M
Employees
22
Accounts
1,083
Location
Bloomington, IN
Comprehensive Financial Consultants Institutional, Inc. assets under management
Comprehensive Financial Consultants Institutional, Inc. is an investment advisory firm registered with the SEC based in Bloomington, IN. The firm has been registered since 2004. It reports $595.6 million in regulatory assets under management and employs 22 people.
Comprehensive Financial Consultants Institutional, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Lee Hays Control | Treasurer/Secretary/Cco | 5-10% | 2003 |
| David Keith Hays Control | President | Over 75% | 2003 |
| Rodney Lee Holloway | Shareholder | 5-10% | 2009 |
Frequently asked questions
How much does Comprehensive Financial Consultants Institutional, Inc. manage?
Comprehensive Financial Consultants Institutional, Inc. reports $595.6 million in regulatory assets under management on its Form ADV.
How many employees does Comprehensive Financial Consultants Institutional, Inc. have?
Comprehensive Financial Consultants Institutional, Inc. reports 22 employees.
Where is Comprehensive Financial Consultants Institutional, Inc. located?
Comprehensive Financial Consultants Institutional, Inc. is based in Bloomington, IN and has been SEC-registered since 2004.
Does Comprehensive Financial Consultants Institutional, Inc. disclose fund performance?
Comprehensive Financial Consultants Institutional, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 674 S. College Avenue, Bloomington, IN 47403 |
| Phone | 812-334-3190 |
| Fax | 812-336-6187 |
| Office hours | 8:00a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$595.6M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$595.6Mregulatory AUM
Discretionary $595.6M