# Cfci

> Cfci is an SEC-registered investment advisory firm in Bloomington, IN, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 128257
- Filed as: CFCI
- Legal name: Comprehensive Financial Consultants Institutional, Inc.
- Also doing business as: NORDBERG & VANDENBERG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, IN
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128257
- AdvisorCensus page: https://advisorcensus.com/firm/cfci-bloomington-in-128257

## Quick answers

**How is Cfci compensated?**
On its Form ADV (Item 5.E, October 2026), Cfci reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Cfci charge?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Hourly rate: $150 an hour (financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cfci located?**
Cfci's principal office is in Bloomington, IN, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Cfci registered with the SEC or a state?**
Cfci is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 128257.

**How much does Cfci manage?**
Cfci reports $595,565,339 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**How have Cfci's assets and staff changed since 2021?**
In the Form ADV data for Cfci: Regulatory assets under management: $270,850,390 in the October 2021 data and $595,565,339 in the October 2026 data, up 120%. Total employees: 14 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cfci serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (930); high net worth individuals (148); charitable organizations (5).

**Which custodians does Cfci use?**
Cfci's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cfci report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128257

**What changed in Cfci's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 18 to 21. Regulatory assets under management went from $515,086,117 to $595,565,339 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Hourly rate: $150 an hour (financial consulting services)

> We charge an hourly fee of $150 for financial consulting services. The hourly fee is negotiable depending on the scope and complexity of the services rendered.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $595,565,339
- Discretionary: $595,565,339
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 930 | $209,563,996 |
| High net worth individuals | 148 | $337,368,428 |
| Charitable organizations | 5 | $48,632,915 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 22 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, IN, LA, MI, NC, NE, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Bedford, IN
- East Lansing, MI

### Websites listed on Form ADV (Item 1.I)
- cfci.us
- nvinvestmentadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $270,850,390 | 14 | July 12, 2021 |
| October 2022 | $370,466,698 | 18 | August 30, 2022 |
| October 2023 | $380,688,119 | 20 | April 27, 2023 |
| October 2024 | $432,353,689 | 20 | April 24, 2024 |
| October 2025 | $515,086,117 | 20 | February 15, 2025 |
| October 2026 | $595,565,339 | 22 | February 18, 2026 |

Regulatory assets under management: $270,850,390 in the October 2021 data and $595,565,339 in the October 2026 data, up 120%.
Total employees: 14 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 18 to 21.
- Regulatory assets under management went from $515,086,117 to $595,565,339 (+16%).

### December 2025
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cfci (CRD 128257): Form ADV filing data as of October 2026.