Cfo4Life is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coppell, TX. Its latest Form ADV filing, dated April 23, 2026, reports $1.9B in regulatory assets under management, 22 employees, 3 offices, and 3,279 accounts.
Assets Under Management
$1.9B
Employees
22
Offices
3 offices
Total Clients
1,015
Primary office
COPPELL, TX
735 PLAZA BLVD., SUITE 100, COPPELL, TX, United States
Top client segmentIndividuals represent 52.1% of total clients.
Top client categories% of clientsClients
1
Individuals
52.1%
529
2
HNWI
34.3%
348
3
Corporations
5.5%
56
4
Pension Plans
4.5%
46
5
Charitable
3.5%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of April 23, 2026
Discretionary98.3%
$1.9B
98% of total RAUM98.3%
Non-discretionary1.7%
$33M
2% of total RAUM1.7%
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.
Total AUM$1.9B
Total Accounts3,279
10Y AUM Change+$1.4B (+261.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee46:1
10Y Employee Change+9 (+69.2%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.