COOPERATIVE FUNERAL FUND INC

CRD 107631File 801-35190

APPROVED

Filing as of Mar 2, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$727.8M

Above cohort median (national)

Discretionary AUM

$727.8M

Clients

1,250 accounts

Employees

Below cohort median in CT

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Sep 15, 1989
Principal office: 74 BOSTON POST ROAD, MADISON, CT, 06443
Phone: 800-336-1102
Website: HTTP://WWW.COOPERATIVEFUNERALFUND.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $727.8M
Discretionary AUM: $727.8M
Non-discretionary AUM: $0
Discretionary accounts: 1,250
Non-discretionary accounts: 0
Total accounts: 1,250
AUM per client: —

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	1,250	0	decreased by1,250
Apr 1, 2026	Clients	1,209	1,250	increased by41
Apr 1, 2026	AUM	$710,651,634	$727,830,808	increased by$17,179,174
Apr 1, 2026	Accounts	1,209	1,250	increased by41
May 1, 2025 vs Oct 1, 2022	Clients	1,186	1,209	increased by23
May 1, 2025 vs Oct 1, 2022	AUM	$633,744,970	$710,651,634	increased by$76,906,664
May 1, 2025 vs Oct 1, 2022	Accounts	1,186	1,209	increased by23
Feb 1, 2022	Employees	14	20	increased by6
Feb 1, 2022	Clients	1,169	1,186	increased by17
Feb 1, 2022	AUM	$603,319,483	$633,744,970	increased by$30,425,487
Feb 1, 2022	Accounts	97,211	1,186	decreased by96,025
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “COOPERATIVE FUNERAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COOPERATIVE FUNERAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.