CCF Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CCF Advisors, LLC provides investment supervisory services and financial planning to individuals, high-net-worth individuals, and business owners. The firm offers portfolio management, selection of third‑party money managers, and financial planning services including a fixed‑fee personal financial statement.
CCF develops client-specific Investment Policy Statements and uses fundamental, technical, and cyclical analysis with both long‑ and short‑term trading strategies; accounts are reviewed at least annually and clients receive custodial account reporting. A majority of the firm’s assets are managed on a non‑discretionary basis (approximately $10.18 million non‑discretionary versus $3.63 million discretionary), and the firm typically requires clients to use its recommended custodian for trade execution.
Distinctive features include the principals’ registration with a broker‑dealer and licensing as insurance agents, and the firm’s disclosed practice of accepting commissions and fee‑sharing from third‑party managers, which the brochure identifies as potential conflicts of interest. CCF also typically delivers a one‑time financial plan with additional plans or reports available for a fee, rather than ongoing plan reporting by default.
Client services
Expertise
Occupation focus
Fee options
Personal financial statement fee of $1,750 (negotiable)
1.25% annually
Commissions from sale of securities through registered representative activities
$500 per hour
Account minimum: $25,000
Main office
21851 Center Ridge Road Suite 404
Rocky River OH 44116
Advisors at this office
2
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Kevin A
Series 63, Series 65
Rocky River, OH
CCF Advisors LLC
Kevin Angney is a financial advisor at CCF Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services Inc since 2006. In addition to his advisory role, he is involved in selling fixed life, health, and annuity products and participates in college funding planning marketed through Cleveland College Fund. CCF Advisors serves individuals, high-net-worth individuals, and business owners by providing investment supervisory services, third-party money manager selection, and financial planning. The firm manages portfolios using fundamental, technical, and cyclical analysis with both long- and short-term strategies, offering discretionary and non-discretionary account management.
Robert S
Series 63, Series 65
Rocky River, OH
CCF Advisors LLC
Robert Stewart Jr. is a financial advisor with CCF Advisors LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Fortune Financial Services Inc. since 2006. Outside of his advisory role, Stewart is involved in college funding planning and sells fixed life insurance and annuities. CCF Advisors, LLC provides investment supervisory services and financial planning to individuals, high-net-worth individuals, and business owners. The firm employs fundamental, technical, and cyclical analysis across both long- and short-term strategies, with a focus on client-specific Investment Policy Statements and primarily non-discretionary asset management.
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