# CFD Investment Advisory LLC

> CFD Investment Advisory LLC is a state-registered investment advisory firm in Billings, MT, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 342117
- Filed as: CFD INVESTMENT ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Billings, MT
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342117
- AdvisorCensus page: https://advisorcensus.com/firm/cfd-investment-advisory-llc-billings-mt-342117

## Quick answers

**How is CFD Investment Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CFD Investment Advisory LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is CFD Investment Advisory LLC located?**
CFD Investment Advisory LLC's principal office is in Billings, MT, according to its Form ADV.

**Is CFD Investment Advisory LLC registered with the SEC or a state?**
CFD Investment Advisory LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342117.

**How much does CFD Investment Advisory LLC manage?**
CFD Investment Advisory LLC reports $0 in regulatory assets under management in its Form ADV filing dated May 7, 2026.

**Does CFD Investment Advisory LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342117

## From the Form ADV filing

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

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CFD Investment Advisory LLC (CRD 342117): Form ADV filing data as of October 2026.