Cnd Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Livonia, MI. Its latest Form ADV filing, dated March 28, 2026, reports $199M in regulatory assets under management, 3 employees, 1 office, and 189 accounts.
Assets Under Management
$199M
Employees
3
Offices
1 office
Total Clients
189
Primary office
LIVONIA, MI
33762 SCHOOLCRAFT RD, 2ND FLOOR, LIVONIA, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.8% of total clients.
Top client categories% of clientsClients
1
Individuals
60.8%
115
2
HNWI
38.6%
73
3
Pension Plans
0.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of March 28, 2026
Discretionary97.9%
$195M
98% of total RAUM97.9%
Non-discretionary2.1%
$4M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$199M
Total Accounts189
10Y AUM Change+$74M (+59.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee63:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.