CIF Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,060,505
Clients
111
Advisors
1
of 2 employees
About
CIF Advisors provides financial planning, discretionary portfolio management, pension consulting and related advisory services to individuals, businesses, corporations and retirement plans. As of December 31, 2025 the firm reported $8,790,859 in discretionary assets under management across roughly 111 client accounts.
The firm manages portfolios on a client‑specific, discretionary basis, employing both fundamental and technical analysis with a focus on long‑term growth and ongoing monitoring; recommended instruments include equities, fixed income, ETFs, mutual funds and cash equivalents. CIF Advisors also offers fixed or hourly financial planning and conducts fee‑only due diligence reviews of alternative investments that clients may consider outside the firm.
Notable disclosures in the brochure include an affiliation with Church Extension Investors Fund, Inc., for which the firm manages board‑designated endowment assets and may recommend Fund investments to eligible clients, a relationship the firm identifies as a potential conflict of interest. The firm’s client mix is concentrated among non‑high‑net‑worth individuals and operates with modest total AUM and no stated account minimum, a profile that differs from many supported peers that commonly serve HNW households.
Client services
Expertise
Fee options
Fixed fees ranging from $500 to $2,500 depending on service complexity
$0 - $1,000,000: 0.95% $1,000,001 - $5,000,000: 0.90% $5,000,000+: 0.85%
$150 to $300 per hour
Fee-only: Fixed fees ranging from $500 to $2,500; hourly fees ranging from $150 to $300 per hour
Main office
900 University Ave., Suite 100
Sacramento CA 95825
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
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