DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Cfo4life, L.P.

Former SEC-registered adviserCoppell, TexasCRD 146904SEC 801-77180IAPD
Legal name Msjc, LP
Latest filing Jul 14, 2016
First filing on the tape Sep 17, 2012 · 23 filings
RAUM
$433M
reported, Item 5.F
Discretionary
52%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
14
13 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$433M as of Feb 1, 2016
Feb 27, 2013$229M then
HNW client RAUM: no history
State-registered IARs (5.B.3)11 as of Feb 1, 2016
Feb 27, 20134 then
Employees (5.A)14 as of Feb 1, 2016
Feb 27, 201313 then
Private funds: no history
RAUM +3.2% over the last fiscal year+24% a year over threeIARs 8 to 11
Practice profile
derived from the filing of Jul 14, 2016; every figure names its basis
RAUM per advisor
$39.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$565,776derivedRAUM over accounts (5.F.2.f)
Discretionary
52%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
5.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+3.2%derivedbetween the last two annual amendments
Advisor growth, one year
+38%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
765reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Metford Brian Chastain · Executive Director & Partnercontrol
      since 07/2013 · owns less than 5%
    • Glenn Levi Mc Mellian · Ceo/Partnercontrol
      since 01/2007 · owns less than 5%
    • Metford Brian Chastain · Vice Presidentcontrol
      since 01/1997 · owns 50% to 75% of Bgll, Inc.
    • Metford Brian Chastain · Vice Presidentcontrol
      since 12/2015 · owns 25% to 50% of Cfo4life, LLC
    • Glenn Levi Mc Mellian · Presidentcontrol
      since 01/2007 · owns 50% to 75% of Bgll, Inc.
    • Glenn Levi Mcmellian · Presidentcontrol
      since 12/2015 · owns 25% to 50% of Cfo4life, LLC
    • Sean Kevin Woodard · Chief Compliance Officer
      since 10/2014 · owns less than 5%
    Entity owners
    • Cfo4life, LLC · Owner
      direct · owns 75% or more
    • Bgll, Inc. · General Partner
      direct · owns less than 5%
    Related persons
    Schedule D 7.A
    • Bryce Metford Chastain
      insurancey
    • Levi Glenn Mcmellian
      insurancey
    • Lmbc II, LLC
      real estaten
    • Russell Dean Boaz
      insurancey
    Offices
    Schedule D 1.F, the 25 largest
    • Pittsburgh, PA
    What changed
    consecutive filings, newest first
    • Accounts · 679 to 765
      Nov 9, 2015 to Feb 1, 2016
    • Advisory employees · 11 to 13
      Nov 9, 2015 to Feb 1, 2016
    • BD registered reps · 10 to 11
      Nov 9, 2015 to Feb 1, 2016
    • Employees · 12 to 14
      Nov 9, 2015 to Feb 1, 2016
    • Financial planning clients · 1-10 to 0
      Nov 9, 2015 to Feb 1, 2016
    • State-registered IARs · 8 to 11
      Nov 9, 2015 to Feb 1, 2016
    • Discretionary RAUM · $230M to $224M
      Nov 9, 2015 to Feb 1, 2016
    • Non-discretionary RAUM · $190M to $209M
      Nov 9, 2015 to Feb 1, 2016
    • RAUM · $420M to $433M
      Nov 9, 2015 to Feb 1, 2016
    • Accounts · 560 to 679
      Dec 3, 2014 to Mar 27, 2015
    • BD registered reps · 12 to 10
      Dec 3, 2014 to Mar 27, 2015
    • Commission compensation · true to false
      Dec 3, 2014 to Mar 27, 2015
    • Employees · 18 to 12
      Dec 3, 2014 to Mar 27, 2015
    • Insurance-licensed employees · 0 to 1
      Dec 3, 2014 to Mar 27, 2015
    • Financial planning clients · 101-250 to 1-10
      Dec 3, 2014 to Mar 27, 2015
    • Discretionary RAUM · $205M to $230M
      Dec 3, 2014 to Mar 27, 2015
    • Non-discretionary RAUM · $171M to $190M
      Dec 3, 2014 to Mar 27, 2015
    • RAUM · $376M to $420M
      Dec 3, 2014 to Mar 27, 2015
    • Related insurance company · false to true
      Dec 3, 2014 to Mar 27, 2015
    • Accounts · 531 to 560
      Mar 28, 2014 to Sep 2, 2014
    • Discretionary RAUM · $150M to $205M
      Mar 28, 2014 to Sep 2, 2014
    • Non-discretionary RAUM · $186M to $171M
      Mar 28, 2014 to Sep 2, 2014
    • RAUM · $336M to $376M
      Mar 28, 2014 to Sep 2, 2014
    • Accounts · 517 to 531
      Dec 26, 2013 to Mar 28, 2014
    • Advisory employees · 8 to 11
      Dec 26, 2013 to Mar 28, 2014
    • Advisory activities · 4 to 6
      Dec 26, 2013 to Mar 28, 2014
    • BD registered reps · 7 to 12
      Dec 26, 2013 to Mar 28, 2014
    • Employees · 16 to 18
      Dec 26, 2013 to Mar 28, 2014
    • State-registered IARs · 7 to 8
      Dec 26, 2013 to Mar 28, 2014
    • Discretionary RAUM · $158M to $150M
      Dec 26, 2013 to Mar 28, 2014
    • Non-discretionary RAUM · $179M to $186M
      Dec 26, 2013 to Mar 28, 2014
    • RAUM · $337M to $336M
      Dec 26, 2013 to Mar 28, 2014
    • Accounts · 448 to 517
      Sep 23, 2013 to Dec 26, 2013
    • Advisory employees · 4 to 8
      Sep 23, 2013 to Dec 26, 2013
    • Advisory activities · 5 to 4
      Sep 23, 2013 to Dec 26, 2013
    • BD registered reps · 5 to 7
      Sep 23, 2013 to Dec 26, 2013
    • State-registered IARs · 4 to 7
      Sep 23, 2013 to Dec 26, 2013
    • Discretionary RAUM · $131M to $158M
      Sep 23, 2013 to Dec 26, 2013
    • Non-discretionary RAUM · $155M to $179M
      Sep 23, 2013 to Dec 26, 2013
    • RAUM · $287M to $337M
      Sep 23, 2013 to Dec 26, 2013
    Signals
    1 dated events
    • Cfo4Life, L.P. filed its initial SEC registration (Form ADV)
      Sep 17, 2012 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026