DFX Intelligence
CP Institutional Consulting Group
unclassified
unclassified
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocator
- SBA Cash Balance Pension Plan for Citizens & Farmers Bank Actuarythrough Dec 31, 2025
Schedule C rows
1 row
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| SBA Cash Balance Pension Plan for Citizens & Farmers Bank | 2025 | 11 | enrolled actuary |
What changed
No dated events.