CRF FINANCIAL GROUP

Adviser information for CRF FINANCIAL GROUP last updated from Form ADV on January 18th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Indiana, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 37 $279.5M
Total 37 $279.5M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 37 $279.5M
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 37
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUM

Identifiers

SEC RIA File Number 801-72062
SEC ERA File Number 801-72062
SEC CIK Numbers 1628618
SEC CRD Numbers 127388
Legal Entity Identifier None

Principal Office

9247 N. MERIDIAN ST.
SUITE 125
INDIANAPOLIS
IN
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 317-844-8077, Fax: None

Chief Compliance Officer

CURT FRITSCH
PRESIDENT
9247 N. MERIDIAN ST.
SUITE 125
INDIANAPOLIS
IN
United States
Tel: 317-844-8077
Fax: 317-844-9752
(Full email address available in API data)

Industry Affiliates

None

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
FRITSCH, CURT, ROBERT Individual PRESIDENT & CHIEF COMPLIANCE OFFICER 09/2003 > 75%

No. Employees, Historic

10502020202120222023202420251 on 3/4/20201 on 8/24/20201 on 1/8/20211 on 3/29/20221 on 2/15/20231 on 1/18/2024

RAUM, Historic

300M150M020202021202220232024202595000000 on 3/4/2020123815000 on 8/24/2020237763956 on 1/8/2021289324220 on 3/29/2022283585864 on 2/15/2023279481430 on 1/18/2024

No. Clients, Historic

6030020202021202220232024202551 on 3/4/20201 on 8/24/202033 on 1/8/202135 on 3/29/202235 on 2/15/202337 on 1/18/2024