Hedge Fund Database

CFO4LIFE

CFO4LIFE GROUP, LLC Legal Name

Adviser information for CFO4LIFE last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 24
Investment Advisory/Research 17
Registered Broker-Dealer Representatives 16
Registered State Investment Advisers 17
Licensed Agents of an Insurance Company 11
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 842 $1.8B
Non-Discretionary 10 $33.8M
Total 852 $1.9B

Clients

Type Number RAUM
Individuals 447 $150.8M
HNW Individuals 260 $965.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 59 $550.6M
Charitable organizations 35 $12.9M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 50 $191.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-110095
SEC ERA File Number 801-110095
SEC CIK Numbers 1706351
SEC CRD Numbers 287600
Legal Entity Identifier None

Principal Office

735 PLAZA BLVD.
SUITE 100
COPPELL
TX
United States
Monday - Friday, 8:00 TO 5:00
Tel: 214-637-9500, Fax: 214-637-9595

Websites

twitter.com/yourcfo4life www.mycfo4life.com www.linkedin.com/company/cfo4life www.focusfinancialpartners.com www.linkedin.com/company/2064318/ www.facebook.com/mycfo4life twitter.com/focusfinancial

Chief Compliance Officer

KEVIN S. WOODARD
255 EAST FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel: 513-977-8646
Fax: 513-977-8141
(Full email address available in API data)

Regulatory Contact

LEVI MCMELLIAN
CHIEF EXECUTIVE OFFICER
735 PLAZA BOULEVARD
SUITE 100
COPPELL
TX
United States
Tel: 214-637-9501
Fax: 214-637-9595
(Full email address available in API data)

Industry Affiliates

BRYCE CHASTAIN Accountant or accounting firm
CHASE LEVI MCMELLIAN Accountant or accounting firm
COLLINS GARRETT KNIGHT Accountant or accounting firm
ERIKA JORDAN HOWELL Accountant or accounting firm
GRANTHAM BRUCE ACKERLY Accountant or accounting firm
LEVI MCMELLIAN Accountant or accounting firm
LMBC II, LLC Insurance company or agency
MICHAEL WAYNE BUSCH Accountant or accounting firm
RUSTY BOAZ Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MCMELLIAN, LEVI, GLENN Individual – CHIEF EXECUTIVE OFFICER, EXECUTIVE DIRECTOR 01/2007 < 5%
CHASTAIN, BRIAN, METFORD Individual – CHIEF INVESTMENT OFFICER 01/2007 < 5%
WOODARD, KEVIN, SEAN Individual – CHIEF COMPLIANCE OFFICER 10/2014 < 5%
FOCUS OPERATING, LLC Domestic Entity – MEMBER/MANAGER 02/2017 > 75%
FOCUS FINANCIAL PARTNERS, LLC Domestic Entity FOCUS OPERATING, LLC MEMBER 01/2007 > 75%
FOCUS FINANCIAL PARTNERS INC. Domestic Entity FOCUS FINANCIAL PARTNERS, LLC MEMBER 07/2018 > 75%
FERDINAND FFP ACQUISITION LLC Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER CLASS A COMMON STOCK 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER CLASS B COMMON STOCK 08/2023 > 75%
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC Domestic Entity FERDINAND FFP ACQUISITION LLC MEMBER 08/2023 > 75%
FERDINAND FFP PARENT, INC. Domestic Entity FERDINAND FFP INTERMEDIATE HOLDINGS, LLC MEMBER 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FERDINAND FFP PARENT, INC. SHAREHOLDER 08/2023 > 75%
CD&R FERDINAND HOLDINGS, L.P. Domestic Entity FERDINAND FFP ULTIMATE HOLDINGS, LP PARTNER 08/2023 50-75%
CD&R FERDINAND CO-INVESTOR, L.P. Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 25-50%
CLAYTON DUBILIER & RICE FUND XII, L.P. Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 50-75%

No. Employees, Historic

30150201920202021202220232024202519 on 6/27/201917 on 3/26/202017 on 6/12/202017 on 6/13/202017 on 6/15/202017 on 6/16/202017 on 10/30/202018 on 3/26/202118 on 3/31/202118 on 4/30/202118 on 5/17/202118 on 5/27/202118 on 9/1/202118 on 11/4/202121 on 3/28/202221 on 4/26/202221 on 9/22/202221 on 12/20/202220 on 3/21/202320 on 6/23/202320 on 9/27/202320 on 9/27/202320 on 9/28/202320 on 10/4/202320 on 11/17/202320 on 11/20/202320 on 11/20/202320 on 11/20/202324 on 3/27/2024

RAUM, Historic

2B1B020192020202120222023202420251061985998 on 6/27/20191174788226 on 3/26/20201174788226 on 6/12/20201174788226 on 6/13/20201174788226 on 6/15/20201174788226 on 6/16/20201174788226 on 10/30/20201327822238 on 3/26/20211327822238 on 3/31/20211327822238 on 4/30/20211327822238 on 5/17/20211327822238 on 5/27/20211327822238 on 9/1/20211327822238 on 11/4/20211642794500 on 3/28/20221642794500 on 4/26/20221642794500 on 9/22/20221642794500 on 12/20/20221710151063 on 3/21/20231710151063 on 6/23/20231710151063 on 9/27/20231710151063 on 9/27/20231710151063 on 9/28/20231710151063 on 10/4/20231710151063 on 11/17/20231710151063 on 11/20/20231710151063 on 11/20/20231710151063 on 11/20/20231871206331 on 3/27/2024

No. Clients, Historic

90045002019202020212022202320242025713 on 6/27/2019712 on 3/26/2020712 on 6/12/2020712 on 6/13/2020712 on 6/15/2020712 on 6/16/2020712 on 10/30/2020831 on 3/26/2021831 on 3/31/2021831 on 4/30/2021831 on 5/17/2021831 on 5/27/2021831 on 9/1/2021831 on 11/4/2021777 on 3/28/2022777 on 4/26/2022777 on 9/22/2022777 on 12/20/2022837 on 3/21/2023837 on 6/23/2023837 on 9/27/2023837 on 9/27/2023837 on 9/28/2023837 on 10/4/2023837 on 11/17/2023837 on 11/20/2023837 on 11/20/2023837 on 11/20/2023851 on 3/27/2024

Holdings

From latest 13F, filed July 31st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 495K 3K –
ADOBE INC COM 223K 401 –
AGNC INVT CORP COM 140K 15K –
AIR PRODS & CHEMS INC COM 225K 872 –
ALPHABET INC CAP STK CL A 5M 27K –
ALPHABET INC CAP STK CL C 5M 28K –
ALTRIA GROUP INC COM 439K 10K –
AMAZON COM INC COM 11M 55K –
AMERICAN AIRLS GROUP INC COM 223K 20K –
AMERICAN EXPRESS CO COM 846K 4K –
AMERICAN TOWER CORP NEW COM 231K 1K –
AMGEN INC COM 654K 2K –
AMPLIFY ETF TR CWP ENHANCED DIV 939K 24K –
APPLE INC COM 28M 132K –
APPLIED MATLS INC COM 1M 6K –
APPLOVIN CORP COM CL A 865K 10K –
ARES COML REAL ESTATE CORP COM 93K 14K –
AT&T INC COM 564K 30K –
BAIN CAP SPECIALTY FIN INC COM STK 489K 30K –
BANK AMERICA CORP COM 610K 15K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 5K –
BLACKROCK ENHANCD CAP & INM COM 636K 32K –
BLACKROCK ENHANCED EQUITY DI COM 235K 29K –
BLACKROCK INC COM 3M 3K –
BLACKSTONE SECD LENDING FD COMMON STOCK 3M 86K –
BLUE OWL CAPITAL CORPORATION COM 266K 17K –
BOEING CO COM 253K 1K –
BOOKING HOLDINGS INC COM 2M 386 –
BRIGHTSPIRE CAPITAL INC COM CL A 83K 15K –
BROADCOM INC COM 2M 1K –
CARRIER GLOBAL CORPORATION COM 530K 8K –
CATERPILLAR INC COM 297K 890 –
CENCORA INC COM 276K 1K –
CHEVRON CORP NEW COM 1M 8K –
CHUBB LIMITED COM 790K 3K –
CISCO SYS INC COM 1M 28K –
CITIGROUP INC COM NEW 471K 7K –
COCA COLA CO COM 1M 16K –
COMCAST CORP NEW CL A 356K 9K –
CONOCOPHILLIPS COM 1M 12K –
CORE SCIENTIFIC INC NEW *W EXP 01/23/202 77K 17K –
COSTCO WHSL CORP NEW COM 805K 947 –
CSX CORP COM 3M 95K –
CUSHMAN WAKEFIELD PLC SHS 107K 10K –
DANAHER CORPORATION COM 243K 974 –
DARLING INGREDIENTS INC COM 13M 362K –
DBX ETF TR XTRACK MSCI EAFE 385K 9K –
DELL TECHNOLOGIES INC CL C 1M 9K –
DISNEY WALT CO COM 302K 3K –
DUKE ENERGY CORP NEW COM NEW 382K 4K –
EAGLE POINT CREDIT COMPANY I COM 155K 15K –
EATON VANCE TAX MNGED BUY WR COM 790K 56K –
EATON VANCE TAX-MANAGED GLOB COM 126K 15K –
EDISON INTL COM 267K 4K –
ELEVANCE HEALTH INC COM 650K 1K –
ELI LILLY & CO COM 892K 985 –
EMCOR GROUP INC COM 594K 2K –
ENBRIDGE INC COM 596K 17K –
ENERGY TRANSFER L P COM UT LTD PTN 234K 14K –
ENTERPRISE PRODS PARTNERS L COM 909K 31K –
EXXON MOBIL CORP COM 3M 25K –
FEDEX CORP COM 520K 2K –
FIDELITY COVINGTON TRUST VLU FACTOR ETF 270K 5K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 1M 26K –
FIDELITY NATL INFORMATION SV COM 303K 4K –
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 497K 10K –
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 524K 21K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 8M 190K –
FISERV INC COM 763K 5K –
FS KKR CAP CORP COM 631K 32K –
GILEAD SCIENCES INC COM 405K 6K –
GLOBAL X FDS US PFD ETF 730K 37K –
GOLDMAN SACHS BDC INC SHS 181K 12K –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 6M 58K –
GOLDMAN SACHS ETF TR ACTIVEBETA INT 4M 125K –
GOLDMAN SACHS GROUP INC COM 328K 725 –
GOLUB CAP BDC INC COM 179K 11K –
GSK PLC SPONSORED ADR 242K 6K –
HARTFORD FINL SVCS GROUP INC COM 784K 8K –
HOME BANCSHARES INC COM 679K 28K –
HOME DEPOT INC COM 8M 23K –
HONEYWELL INTL INC COM 229K 1K –
INDEPENDENCE RLTY TR INC COM 561K 30K –
INDEPENDENT BANK GROUP INC COM 391K 9K –
INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 774K 32K –
INTEL CORP COM 464K 15K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 417K 6K –
INVESCO EXCH TRADED FD TR II FTSE RAFI SML 203K 6K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 358K 2K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 391K 6K –
INVESCO QQQ TR UNIT SER 1 2M 3K –
ISHARES INC CORE MSCI EMKT 882K 16K –
ISHARES TR CORE MSCI TOTAL 5M 73K –
ISHARES TR CORE MSCI EAFE 524K 7K –
ISHARES TR MSCI USA QLT FCT 30M 176K –
ISHARES TR TRS FLT RT BD 929K 18K –
ISHARES TR MSCI USA MMENTM 24M 123K –
ISHARES TR MSCI USA VALUE 27M 262K –
ISHARES TR EXPONENTIAL TECH 232K 4K –
ISHARES TR CORE TOTAL USD 6M 142K –
ISHARES TR NATIONAL MUN ETF 630K 6K –
ISHARES TR 3 7 YR TREAS BD 18M 159K –
ISHARES TR CORE S&P TTL STK 546K 5K –
ISHARES TR MODERT ALLOC ETF 341K 8K –
ISHARES TR MSCI USA MIN VOL 1M 13K –
ISHARES TR S&P MC 400GR ETF 260K 3K –
ISHARES TR CORE S&P SCP ETF 10M 95K –
ISHARES TR CORE S&P500 ETF 527K 963 –
ISHARES TR RUS 1000 GRW ETF 525K 1K –
ISHARES TR RUSSELL 2000 ETF 875K 4K –
ISHARES TR RUSSELL 3000 ETF 254K 824 –
ISHARES TR CORE S&P US VLU 1M 15K –
ISHARES TR CORE US AGGBD ET 425K 4K –
ISHARES TR SELECT DIVID ETF 266K 2K –
ISHARES TR MSCI EMG MKT ETF 205K 5K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 12M 238K –
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 12M 241K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 33M 574K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 411K 7K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 3M 58K –
JOHNSON & JOHNSON COM 1M 10K –
JPMORGAN CHASE & CO. COM 2M 10K –
KINDER MORGAN INC DEL COM 292K 15K –
KITE RLTY GROUP TR COM NEW 286K 13K –
KLA CORP COM NEW 226K 274 –
LAM RESEARCH CORP COM 1M 1K –
LAMAR ADVERTISING CO NEW CL A 436K 4K –
LENNOX INTL INC COM 2M 3K –
LINDE PLC SHS 221K 503 –
LLOYDS BANKING GROUP PLC SPONSORED ADR 108K 40K –
LOCKHEED MARTIN CORP COM 798K 2K –
MASTERCARD INCORPORATED CL A 6M 13K –
MCDONALDS CORP COM 465K 2K –
MEDICAL PPTYS TRUST INC COM 67K 16K –
MEDTRONIC PLC SHS 274K 3K –
MERCK & CO INC COM 357K 3K –
META PLATFORMS INC CL A 4M 7K –
MICROSOFT CORP COM 18M 40K –
MPLX LP COM UNIT REP LTD 809K 19K –
NETAPP INC COM 875K 7K –
NETFLIX INC COM 236K 350 –
NEXTERA ENERGY INC COM 705K 10K –
NORTHERN LTS FD TR IV INSPIRE 500 ETF 295K 1K –
NOVARTIS AG SPONSORED ADR 568K 5K –
NOVO-NORDISK A S ADR 279K 2K –
NVIDIA CORPORATION COM 4M 31K –
ORACLE CORP COM 333K 2K –
OXFORD LANE CAP CORP COM 316K 58K –
PACCAR INC COM 631K 6K –
PARKER-HANNIFIN CORP COM 875K 2K –
PEPSICO INC COM 2M 15K –
PFIZER INC COM 762K 27K –
PHILIP MORRIS INTL INC COM 465K 5K –
PHILLIPS 66 COM 346K 2K –
PIMCO CORPORATE & INCOME OPP COM 162K 11K –
PIMCO DYNAMIC INCOME FD SHS 188K 10K –
PIMCO ETF TR ACTIVE BD ETF 1M 13K –
PLAINS GP HLDGS L P LTD PARTNR INT A 188K 10K –
PROCTER AND GAMBLE CO COM 3M 19K –
PROGRESSIVE CORP COM 219K 1K –
PROSPERITY BANCSHARES INC COM 2M 30K –
QUALCOMM INC COM 912K 5K –
RTX CORPORATION COM 225K 2K –
SACHEM CAP CORP COM 155K 60K –
SCHWAB CHARLES CORP COM 332K 5K –
SCHWAB STRATEGIC TR US LRG CAP ETF 401K 6K –
SELECT SECTOR SPDR TR TECHNOLOGY 381K 2K –
SLR INVESTMENT CORP COM 193K 12K –
SPDR GOLD TR GOLD SHS 325K 2K –
SPDR S&P 500 ETF TR TR UNIT 2M 4K –
STARBUCKS CORP COM 204K 3K –
T-MOBILE US INC COM 1M 6K –
TARGET CORP COM 235K 2K –
TD SYNNEX CORPORATION COM 684K 6K –
TESLA INC COM 827K 4K –
TEXAS INSTRS INC COM 1M 6K –
THE CIGNA GROUP COM 721K 2K –
THERMO FISHER SCIENTIFIC INC COM 230K 416 –
TRIPLEPOINT VENTURE GROWTH B COM 92K 12K –
TRUIST FINL CORP COM 209K 5K –
UNION PAC CORP COM 769K 3K –
UNITED PARCEL SERVICE INC CL B 44M 321K –
UNITEDHEALTH GROUP INC COM 1M 2K –
VANECK ETF TRUST MRNGSTR WDE MOAT 420K 5K –
VANECK ETF TRUST LONG MUNI ETF 744K 42K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 3M 36K –
VANGUARD INDEX FDS LARGE CAP ETF 211K 845 –
VANGUARD INDEX FDS S&P 500 ETF SHS 44M 88K –
VANGUARD INDEX FDS TOTAL STK MKT 7M 26K –
VANGUARD INDEX FDS GROWTH ETF 623K 2K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 3M 74K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 316K 3K –
VANGUARD MUN BD FDS TAX EXEMPT BD 975K 19K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 269K 1K –
VANGUARD STAR FDS VG TL INTL STK F 289K 5K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1M 27K –
VERIZON COMMUNICATIONS INC COM 411K 10K –
VERTEX PHARMACEUTICALS INC COM 837K 2K –
VISA INC COM CL A 8M 29K –
WALMART INC COM 4M 58K –
WASTE MGMT INC DEL COM 6M 28K –
WELLS FARGO CO NEW COM 377K 6K –
WISDOMTREE TR ALTRNTVE INCM FD 299K 16K –
XAI OCTAGN FLT RAT & ALT INM COM 252K 36K –
XENIA HOTELS & RESORTS INC COM 187K 13K –