Investment adviser · CRD 287600
CFO4LIFE
Investment adviser filing (IA)
CFO4LIFE GROUP, LLC
COPPELL, TX, United States · Form ADV filed Jun 16, 2026
- Regulatory AUM
- $1.94B Form ADV · Item 5.F
- Client accounts
- 3,279 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 348 | $1,391,646,880 | 71.9% |
| Retirement plans | 46 | $260,716,412 | 13.5% |
| Corporations & businesses | 56 | $137,208,729 | 7.1% |
| Individuals | 529 | $126,571,817 | 6.5% |
| Charities | 36 | $19,369,374 | 1.0% |
Filing source
Form ADV 2113766 · Jun 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
735 PLAZA BLVD., SUITE 100COPPELL, TX, 75019, United States
CRD 287600
Filing source
Form ADV 2113766 · Jun 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.