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.
SEC-registered adviser
Cfo4life
Legal name Cfo4life Group, LLC
Latest filing Jun 16, 2026
First filing on the tape Feb 28, 2017 · 46 filings
SEC status approved since Feb 1, 2017
RAUM
$1.9B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
78%
$1.5B individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$161M
derived; firm RAUM over IAPD count
Employees
22
14 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$1.9B as of Jun 16, 2026
Feb 9, 2018$657M then
HNW client RAUM$1.4B as of Jun 16, 2026
Feb 9, 2018$177M then
State-registered IARs (5.B.3)14 as of Jun 16, 2026
Feb 9, 20187 then
Employees (5.A)22 as of Jun 16, 2026
Feb 9, 201814 then
Private funds: no history
RAUM +12% over the last fiscal year+4.2% a year over threeIARs 16 to 14
Practice profile
derived from the filing of Jun 16, 2026; every figure names its basis
Archetypes, each a printed rule
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $161MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 73derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.0MderivedHNW RAUM over HNW clients
- Average account
- $590,275derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 14%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 3.0derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- -13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.0%derived
- 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 seminars, otherreportedItem 5.G
- Custody
- $24.2M, 19 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.4B72%
- Pension and profit-sharing plans$261M13%
- Corporations and businesses$137M7.1%
- Individuals$127M6.5%
- Charitable organizations$19.4M1.0%
- Individual clients
- 529reported
- HNW clients
- 348reported
- Pension plan clients
- 46reported
- Charitable clients
- 36reported
- Accounts
- 3,279reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $24.2M for 19 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.78 fund_share=0.0 institutional_share=0.14 related_bd=true related_bank=true bd_reps=12.0 bank_owner=falsederived
Advisors registered through the firm
13 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Levi Glenn Mcmellian | Coppell, Tx | Mar 21, 2017 | 23 y | 2 |
| Russell Dean BoazCertified Financial Planner | Coppell, Tx | Mar 22, 2017 | 18 y | 2 |
| Brian Metford ChastainCertified Financial Planner | Coppell, Tx | Mar 27, 2017 | 39 y | 2 |
| Bryce Metford ChastainCertified Financial Planner | Coppell, Tx | Mar 29, 2017 | 13 y | 1 |
| Elizabeth Brown Allie | Coppell, Tx | Mar 29, 2017 | 17 y | 2 |
| Sean Michael AlfordCertified Financial Planner | Dallas, Tx | Mar 29, 2017 | 13 y | 1 |
| Kristina Elaine MillerChartered Financial Consultant | Windsor, Co | May 6, 2021 | 13 y | 0 |
| Chase Levi Mcmellian | Coppell, Tx | Aug 20, 2021 | 14 y | 0 |
| Leslie Victoria King | Coppell, Tx | Aug 20, 2021 | 13 y | 0 |
| Dallas Anne KillmanCertified Financial Planner | Coppell, Tx | Sep 26, 2024 | 11 y | 0 |
| Jordan Riewe | Coppell, Tx | Sep 10, 2026 | 12 y | 0 |
| Victoria AreingdaleCertified Financial Planner | Coppell, Tx | Sep 10, 2026 | 11 y | 4 |
| Robert Thomas Burke St Claire | Coppell, Tx | Sep 16, 2026 | 11 y | 1 |
Advisor movement
6 left, 2 joined in 12 months
net -4 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 50% of current headcount7 left over 36 months
Left, latest
- Victoria Areingdale to Wealth Enhancement Advisory Services, LLCJun 8, 2026 · RIA to affiliated broker-dealer or bank
- Jesse Henley to Fisher\SmbFeb 13, 2026 · Other
- Tiffani Denise Boskovich to Beacon Pointe Advisors, LLCJan 12, 2026 · RIA to RIA
- Erika Jordan Howell to Moss, Luse & Womble, LLCOct 2, 2025 · RIA to RIA
- Collins Garrett Knight to Panteles AdvisorsOct 1, 2025 · RIA to RIA
- Michelle Nelson Hahn to Schwab Wealth Advisory, Inc.Sep 19, 2025 · Other
- Grantham Akerly to Allworth Financial, L.P.Sep 11, 2025 · RIA to affiliated broker-dealer or bank
- Jun Bo Shim to Modera Wealth Management, LLCAug 28, 2023 · RIA to RIA
- Coltin Edward Davis to Soltis Investment Advisors, LLCJan 5, 2023 · RIA to RIA
- Melissa Ann Brennan to Symphony Financial, Ltd. Co.Jan 21, 2020 · RIA to RIA
- Laura Dianne Cordell to Womack Financial LLCSep 5, 2019 · RIA to RIA
- Austin Chase Reid to Mindful Financial LLCJun 13, 2017 · Other
Joined, latest
- Robert Thomas Burke St Claire from Charles Schwab & Co., Inc.Sep 16, 2026 · Affiliated broker-dealer or bank to independent RIA
- Victoria Areingdale from Wealth Enhancement Advisory Services, LLCSep 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jesse Henley from Ameriprise Financial Services, LLCAug 30, 2023 · Affiliated broker-dealer or bank to independent RIA
- Collins Garrett Knight from StephensAug 17, 2022 · Affiliated broker-dealer or bank to independent RIA
- Jun Bo Shim from Fidelity Personal And Workplace AdvisorsOct 28, 2021 · Affiliated broker-dealer or bank to independent RIA
- Victoria Areingdale from Usaa Investment Services CompanyApr 15, 2020 · Affiliated broker-dealer or bank to independent RIA
- Melissa Ann Brennan from Vogel Financial Advisors, LLCJul 19, 2018 · RIA to RIA
- Laura Dianne Cordell from Vogel Financial Advisors, LLCJun 6, 2018 · RIA to RIA
- Sean Michael Alford from Guidestone AdvisorsMar 29, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Vogel Financial Advisors, LLCMay 24, 2018 · Richardson, Tx
- 5 joined from Cfo4life, L.P.Mar 21, 2017 · Coppell, Tx · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Michael Sean Alford · Chief Investment Officercontrolsince 01/2025 · owns less than 5%
- Metford Brian Chastain · Executive Directorcontrolsince 01/2007 · owns less than 5%
- Glenn Levi Mcmellian · Chief Executive Officer, Executive Directorcontrolsince 01/2007 · owns less than 5%
- Roseann Higgins · Chief Compliance Officersince 03/2026 · owns less than 5%
- Sean Kevin Woodard · Chief Compliance Officersince 10/2014 · owns less than 5%
Entity owners
- Focus Operating, LLC · Member/Managerdirect · owns 75% or more
- Cd&R Ferdinand Co-Investor, L.P. · Partnerindirect · owns 25% to 50% of Cd&R Ferdinand Holdings, L.P.
- Cd&R Ferdinand Holdings, L.P. · Partnerindirect · owns 50% to 75% of Ferdinand Ffp Ultimate Holdings, LP
- Clayton Dubilier & Rice Fund Xii, L.P. · Partnerindirect · owns 50% to 75% of Cd&R Ferdinand Holdings, L.P.
- Ferdinand Ffp Acquisition LLC · Shareholder Class A Common Stockindirect · owns 75% or more of Focus Financial Partners Inc.
- Ferdinand Ffp Intermediate Holdings, LLC · Memberindirect · owns 75% or more of Ferdinand Ffp Acquisition LLC
- Ferdinand Ffp Parent, Inc. · Memberindirect · owns 75% or more of Ferdinand Ffp Intermediate Holdings, LLC
- Ferdinand Ffp Ultimate Holdings, LP · Shareholder Class B Common Stockindirect · owns 75% or more of Focus Financial Partners Inc.
- Ferdinand Ffp Ultimate Holdings, LP · Shareholderindirect · owns 75% or more of Ferdinand Ffp Parent, Inc.
- Focus Financial Partners Inc. · Memberindirect · owns 75% or more of Focus Financial Partners, LLC
- Focus Financial Partners, LLC · Memberindirect · owns 75% or more of Focus Operating, LLC
Related persons
Schedule D 7.A
- Bryce Metford Chastaininsurancey
- Chase Levi Mcmellianinsurancey
- Collins Garrett Knightinsurancey
- Erika Jordan Howellinsurancey
- Gratham Bruce Ackerlyinsurancey
- Levi Glenn Mcmellianinsurancey
- Lmbc II, LLCreal estaten
- Michael Wayne Buschinsurancey
- Russell Dean Boazinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Coppell, Tx · principal | 13 | 3 | 6 |
Offices
Schedule D 1.F, the 25 largest
- Richardson, TX4 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jun 16, 2026Alford, Sean, Michael (CHIEF INVESTMENT OFFICER) appeared on Schedule A between the filings of 2023-09-28 and 2026-06-16peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 2,628 to 3,279May 5, 2025 to Mar 31, 2026
- Advisory employees · 16 to 14May 5, 2025 to Mar 31, 2026
- BD registered reps · 15 to 12May 5, 2025 to Mar 31, 2026
- Corporate clients · 47 to 56May 5, 2025 to Mar 31, 2026
- HNW clients · 318 to 348May 5, 2025 to Mar 31, 2026
- Individual clients · 509 to 529May 5, 2025 to Mar 31, 2026
- Assets in custody · $40.2M to $24.2MMay 5, 2025 to Mar 31, 2026
- Employees · 24 to 22May 5, 2025 to Mar 31, 2026
- State-registered IARs · 16 to 14May 5, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.7B to $1.9BMay 5, 2025 to Mar 31, 2026
- HNW RAUM · $1.2B to $1.4BMay 5, 2025 to Mar 31, 2026
- Individual RAUM · $180M to $127MMay 5, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $30.7M to $33.2MMay 5, 2025 to Mar 31, 2026
- Pension RAUM · $215M to $261MMay 5, 2025 to Mar 31, 2026
- RAUM · $1.7B to $1.9BMay 5, 2025 to Mar 31, 2026
- Financial planning clients · 1-10 to 1-10Mar 26, 2025 to May 5, 2025
- Accounts · 852 to 2,628Feb 24, 2025 to Mar 26, 2025
- Advisory employees · 17 to 16Feb 24, 2025 to Mar 26, 2025
- BD registered reps · 16 to 15Feb 24, 2025 to Mar 26, 2025
- Charity clients · 35 to 36Feb 24, 2025 to Mar 26, 2025
- Corporate clients · 50 to 47Feb 24, 2025 to Mar 26, 2025
- HNW clients · 260 to 318Feb 24, 2025 to Mar 26, 2025
- Individual clients · 447 to 509Feb 24, 2025 to Mar 26, 2025
- Pension plan clients · 59 to 46Feb 24, 2025 to Mar 26, 2025
- Assets in custody · $33.5M to $40.2MFeb 24, 2025 to Mar 26, 2025
- State-registered IARs · 17 to 16Feb 24, 2025 to Mar 26, 2025
- Other offices · 2 to 3Feb 24, 2025 to Mar 26, 2025
- Discretionary RAUM · $1.8B to $1.7BFeb 24, 2025 to Mar 26, 2025
- HNW RAUM · $966M to $1.2BFeb 24, 2025 to Mar 26, 2025
- Individual RAUM · $151M to $180MFeb 24, 2025 to Mar 26, 2025
- Non-discretionary RAUM · $33.8M to $30.7MFeb 24, 2025 to Mar 26, 2025
- Pension RAUM · $551M to $215MFeb 24, 2025 to Mar 26, 2025
- RAUM · $1.9B to $1.7BFeb 24, 2025 to Mar 26, 2025
- Advisory activities · 6 to 7Mar 27, 2024 to May 9, 2024
- Accounts · 837 to 852Nov 20, 2023 to Mar 27, 2024
- Advisory employees · 16 to 17Nov 20, 2023 to Mar 27, 2024
- Charity clients · 26 to 35Nov 20, 2023 to Mar 27, 2024
- Corporate clients · 43 to 50Nov 20, 2023 to Mar 27, 2024
- HNW clients · 252 to 260Nov 20, 2023 to Mar 27, 2024
- Individual clients · 485 to 447Nov 20, 2023 to Mar 27, 2024
Signals
12 dated events
- Victoria Areingdale left Cfo4Life for Wealth Enhancement Advisory Services, Llc (registered 2026-06-09)Jun 8, 2026 · Advisor changed firm · fact
- Jesse Henley left Cfo4Life for Fisher\Smb (registered 2026-06-29)Feb 13, 2026 · Advisor changed firm · fact
- Tiffani Denise Boskovich left Cfo4Life for Beacon Pointe Advisors, Llc (registered 2026-03-05)Jan 12, 2026 · Advisor changed firm · fact
- Erika Jordan Howell left Cfo4Life for Moss, Luse & Womble, Llc (registered 2026-08-20)Oct 2, 2025 · Advisor changed firm · fact
- Collins Garrett Knight left Cfo4Life for Panteles Advisors (registered 2025-10-22)Oct 1, 2025 · Advisor changed firm · fact
- Michelle Nelson Hahn left Cfo4Life for Schwab Wealth Advisory, Inc. (registered 2025-10-30)Sep 19, 2025 · Advisor changed firm · fact
- Grantham Akerly left Cfo4Life for Allworth Financial, L.P. (registered 2025-09-26)Sep 11, 2025 · Advisor changed firm · fact
- Jun Bo Shim left Cfo4Life for Modera Wealth Management, Llc (registered 2024-02-14)Aug 28, 2023 · Advisor changed firm · fact
- Coltin Edward Davis left Cfo4Life for Soltis Investment Advisors, Llc (registered 2023-04-18)Jan 5, 2023 · Advisor changed firm · fact
- Cfo4Life reported RAUM $1.1B, up 63% from $656.8M (2018-07-20 to 2018-08-23)Aug 23, 2018 · RAUM change · derived
- Cfo4Life reported succeeding to the business of Another Adviser (Form ADV Item 4)Feb 28, 2017 · Succession (Item 4) · fact
- Cfo4Life filed its initial SEC registration (Form ADV)Feb 28, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Cfo4life, L.P. · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business email
- yourcfo4lifeteam@mycfo4life.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 214-637-9500reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 214-637-9595reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 563-326-2064reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/CFO4LIFEreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/2064318reportedpublic record, Form ADV, Sep 17, 2026
- Website
- MYCFO4LIFE.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 214-637-9500reportedpublic record, Form ADV, Jun 16, 2026
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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $161Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026