CFCI

Legal name: COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

CRD 128257File 801-62834

APPROVED

Retail clients

Custody

Filing as of Feb 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$595.6M

Above cohort median (national)

Discretionary AUM

$595.6M

Clients

1,083

1,083 accounts

Employees

Above cohort median in IN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Mar 4, 2004
Principal office: 674 S. COLLEGE AVENUE, BLOOMINGTON, IN, 47403
Phone: 812-334-3190
Website: HTTP://WWW.CFCI.US

Assets & accounts

ADV Item 5F

Total regulatory AUM: $595.6M
Discretionary AUM: $595.6M
Non-discretionary AUM: $0
Discretionary accounts: 1,083
Non-discretionary accounts: 0
Total accounts: 1,083
AUM per client: $550K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	5	$48.6M
High net worth individuals	148	$337.4M
Individuals (other than high net worth individuals)	930	$209.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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
Aug 12, 2026	Registration	—	APPROVED

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.