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CFO4LIFE
Legal name: CFO4LIFE GROUP, LLC
CRD 287600File 801-110095
APPROVED
Retail clients
Custody
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.94B
Top 25% of cohort (national)
Discretionary AUM
$1.90B
Non-discretionary $33.2M
Clients
1,015
3,279 accounts
Employees
22
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 1, 2017
- Principal office
- 735 PLAZA BLVD., SUITE 100, COPPELL, TX, 75019
- Phone
- 214-637-9500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.94B
- Discretionary AUM
- $1.90B
- Non-discretionary AUM
- $33.2M
- Discretionary accounts
- 3,246
- Non-discretionary accounts
- 33
- Total accounts
- 3,279
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 56 | $137.2M |
| Charitable organizations | 36 | $19.4M |
| High net worth individuals | 348 | $1.39B |
| Pension and profit sharing plans | 46 | $260.7M |
| Individuals (other than high net worth individuals) | 529 | $126.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- 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 11This 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.