{
  "crd_number": 107631,
  "slug": "cooperative-funeral-fund-inc-madison-ct-107631",
  "primary_business_name": "COOPERATIVE FUNERAL FUND INC",
  "legal_name": "COOPERATIVE FUNERAL FUND INC",
  "dbas": [],
  "city": "Madison",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "35300",
  "metro": {
    "cbsa_code": "35300",
    "common_name": "New Haven",
    "msa_name": "New Haven, CT",
    "path": "/advisors/ct/new-haven"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1989-09-15",
  "years_registered": 37,
  "period": "2026-10-01",
  "filing_date": "2026-03-02",
  "carried_forward": false,
  "raum_total": 727830808.0,
  "raum_discretionary": 727830808.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 20,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 727830808.0,
      "count": 1250,
      "description": "TRUSTS"
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "FL",
    "IL",
    "MA",
    "MD",
    "NY",
    "PA",
    "RI",
    "WI"
  ],
  "websites": [
    "https://cffinc.com",
    "https://cooperativefuneralfund.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107631",
  "city_as_filed": "MADISON",
  "url": "https://advisorcensus.com/firm/cooperative-funeral-fund-inc-madison-ct-107631",
  "display_name": "Cooperative Funeral Fund Inc",
  "summary": "Cooperative Funeral Fund Inc is an SEC-registered investment advisory firm in Madison, CT, registered since 1989, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 2, 2026.",
  "citation": "AdvisorCensus. Cooperative Funeral Fund Inc (CRD 107631): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Cooperative Funeral Fund Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cooperative Funeral Fund Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Cooperative Funeral Fund Inc located?",
      "a": "Cooperative Funeral Fund Inc's principal office is in Madison, CT, according to its Form ADV."
    },
    {
      "q": "Is Cooperative Funeral Fund Inc registered with the SEC or a state?",
      "a": "Cooperative Funeral Fund Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 107631."
    },
    {
      "q": "How much does Cooperative Funeral Fund Inc manage?",
      "a": "Cooperative Funeral Fund Inc reports $727,830,808 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cooperative Funeral Fund Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cooperative Funeral Fund Inc: Regulatory assets under management: $603,319,483 in the October 2021 data and $727,830,808 in the October 2026 data, up 21%. Total employees: 14 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cooperative Funeral Fund Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (1,250)."
    },
    {
      "q": "Which custodians does Cooperative Funeral Fund Inc use?",
      "a": "Cooperative Funeral Fund Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cooperative Funeral Fund Inc report any disciplinary disclosures?",
      "a": "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/107631"
    },
    {
      "q": "What changed in Cooperative Funeral Fund Inc's recent Form ADV filings?",
      "a": "In the January 2026 filing data: Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 603319483.0,
      "total_employees": 14,
      "filing_date": "2021-02-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 633744970.0,
      "total_employees": 20,
      "filing_date": "2022-02-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 661991831.0,
      "total_employees": 19,
      "filing_date": "2023-02-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 694381939.0,
      "total_employees": 20,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 710651634.0,
      "total_employees": 20,
      "filing_date": "2025-02-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 727830808.0,
      "total_employees": 20,
      "filing_date": "2026-03-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Wells Fargo Clearing Services, LLC",
      "name_as_filed": "WELLS FARGO CLEARING SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cooperative-funeral-fund-inc-madison-ct-107631.md",
  "clients": [
    {
      "type": "other",
      "label": "Other",
      "count": 1250,
      "fewer_than_5": false,
      "raum": 727830808.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107631",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}