BLOOMINGTON, INCRD 128257Latest ADV February 18, 2026
Cfci is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomington, IN. Its latest Form ADV filing, dated February 18, 2026, reports $596M in regulatory assets under management, 22 employees, 2 offices, and 1,083 accounts.
Assets Under Management
$596M
Employees
22
Offices
2 offices
Total Clients
1,083
Primary office
BLOOMINGTON, IN
674 S. COLLEGE AVENUE, BLOOMINGTON, IN, United States
Top client segmentIndividuals represent 85.9% of total clients.
Top client categories% of clientsClients
1
Individuals
85.9%
930
2
HNWI
13.7%
148
3
Charitable
0.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$596Mas of February 18, 2026
Discretionary100.0%
$596M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$596M
Total Accounts1,083
10Y AUM Change+$448M (+302.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee49:1
10Y Employee Change+14 (+175.0%)
* 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.