A complete list of active advisors currently associated with CFO Capital Management, LLC
Warmer can help you find a great advisor at CFO Capital Management, LLC or one who fits your needs even better.
CFO Capital Management is a small SEC-registered advisory firm with a five‑advisor team managing roughly $244 million. It offers discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, corporations and qualified retirement accounts such as IRAs and small‑business pension/profit‑sharing plans. Portfolios are managed on a discretionary basis only and are organized around four stated objectives (conservative appreciation, balanced growth, income & growth, and income only), with an emphasis on asset allocation and long‑term compounding. The firm combines fundamental, technical and charting analysis, relies on third‑party research providers (e.g., Ned Davis Research, Morningstar, Bloomberg, PIMCO, Nuveen and Fidelity), prefers institutional mutual fund share classes when available, and may use limited options strategies (purchase of puts/calls and sale of calls on client‑owned securities) while generally avoiding margin in managed accounts. Noteworthy operational features include a long operating history dating to 1987 with a 2018 rebranding, an explicit policy that it will not vote client proxies (clients retain voting authority), and a designated custodian arrangement using Charles Schwab Institutional without firm‑level shopping for execution across brokers. The firm also states it does not accept performance‑based fees or receive brokerage commissions, may waive minimums for certain family accounts under $250,000, and provides quarterly consolidated reports that supplement custodian statements.
To learn more about the advisors currently working at CFO Capital Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fairfield, CT
| 42
| |
Fairfield, CT
| 53
|
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