# Church Organizers Foundation

> Church Organizers Foundation is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 284458
- Filed as: CHURCH ORGANIZERS FOUNDATION
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284458
- AdvisorCensus page: https://advisorcensus.com/firm/church-organizers-foundation-284458

## Quick answers

**How is Church Organizers Foundation compensated?**
On its Form ADV (Item 5.E, October 2026), Church Organizers Foundation reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Church Organizers Foundation registered with the SEC or a state?**
Church Organizers Foundation is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284458.

**How much does Church Organizers Foundation manage?**
Church Organizers Foundation reports $8,600,000 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (100% discretionary).

**What types of clients does Church Organizers Foundation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35).

**Does Church Organizers Foundation 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/284458

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,600,000
- Discretionary: $8,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $6,575,000 |
| High net worth individuals | Fewer than 5 | $2,000,000 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Fewer than 5 | $25,000 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- churchorganizers.org
- Facebook @churchorganizersfoundation
- Instagram @churchorganizers
- X @ChurchOrganizer

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Church Organizers Foundation (CRD 284458): Form ADV filing data as of October 2026.