# CFO4LIFE

> CFO4LIFE is an SEC-registered investment advisory firm in Coppell, TX, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 287600
- Legal name: CFO4LIFE Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coppell, TX
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287600
- AdvisorCensus page: https://advisorcensus.com/firm/cfo4life-coppell-tx-287600

## Quick answers

**How is CFO4LIFE compensated?**
On its Form ADV (Item 5.E, October 2026), CFO4LIFE reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is CFO4LIFE located?**
CFO4LIFE's principal office is in Coppell, TX, according to its Form ADV.

**Is CFO4LIFE registered with the SEC or a state?**
CFO4LIFE is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287600.

**How much does CFO4LIFE manage?**
CFO4LIFE reports $1,935,513,212 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (98% discretionary).

**How have CFO4LIFE's assets and staff changed since 2021?**
In the Form ADV data for CFO4LIFE: Regulatory assets under management: $1,327,822,238 in the October 2021 data and $1,935,513,212 in the October 2026 data, up 46%. Total employees: 18 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 CFO4LIFE serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (529); high net worth individuals (348); corporations or other businesses not listed above (56).

**Which custodians does CFO4LIFE use?**
CFO4LIFE's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does CFO4LIFE 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/287600

**What changed in CFO4LIFE's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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: $1,935,513,212
- Discretionary: $1,902,285,860
- Non-discretionary: $33,227,352

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 529 | $126,571,817 |
| High net worth individuals | 348 | $1,391,646,880 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 46 | $260,716,412 |
| Charitable organizations | 36 | $19,369,374 |
| Corporations or other businesses not listed above | 56 | $137,208,729 |

### Advisory services (Item 5.G)
- Financial planning services
- 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)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 22 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, FL, GA, LA, MO, NC, NE, NH, NY, OK, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- mycfo4life.com
- Facebook @MYCFO4LIFE
- LinkedIn @CFO4LIFE
- LinkedIn @2064318
- X @YOURCFO4LIFE
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,327,822,238 | 18 | September 1, 2021 |
| October 2022 | $1,642,794,500 | 21 | September 22, 2022 |
| October 2023 | $1,710,151,063 | 20 | October 4, 2023 |
| October 2024 | $1,871,206,331 | 24 | May 10, 2024 |
| October 2025 | $1,735,509,190 | 24 | May 5, 2025 |
| October 2026 | $1,935,513,212 | 22 | June 16, 2026 |

Regulatory assets under management: $1,327,822,238 in the October 2021 data and $1,935,513,212 in the October 2026 data, up 46%.
Total employees: 18 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in NY.

### April 2026
- Employees performing advisory functions went from 16 to 14.
- Regulatory assets under management went from $1,735,509,190 to $1,935,513,212 (+12%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CFO4LIFE (CRD 287600): Form ADV filing data as of October 2026.