A complete list of active advisors currently associated with CCF Advisors LLC

Warmer can help you find a great advisor at CCF Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at CCF Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.