Cfi Partners
Chicago, IL·SEC-registered · CRD #139531
Cfi Partners is an SEC-registered investment advisory firm in Chicago, IL managing $26B across 12 client accounts, with 23 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$26B
Client accounts
12
Advisory staff
23
Fee model
Fee-based
How Cfi Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cfi Partners
How much does Cfi Partners manage?
Per its most recent SEC Form ADV filing (03/31/2026), Cfi Partners reports $26B in regulatory assets under management across roughly 12 client accounts.
How does Cfi Partners charge?
Cfi Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cfi Partners a fiduciary?
Yes. Cfi Partners is registered with the U.S. Securities and Exchange Commission (CRD #139531), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cfi Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cfi Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Cfi Partners's public SEC Form ADV filing (CRD #139531, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cfi Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cfi Partners? Claim this profile.