# Cooperative Funeral Fund Inc

> 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.

- CRD: 107631
- Filed as: COOPERATIVE FUNERAL FUND INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madison, CT
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107631
- AdvisorCensus page: https://advisorcensus.com/firm/cooperative-funeral-fund-inc-madison-ct-107631

## Quick answers

**How is Cooperative Funeral Fund Inc compensated?**
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.

**Where is Cooperative Funeral Fund Inc located?**
Cooperative Funeral Fund Inc's principal office is in Madison, CT, according to its Form ADV.

**Is Cooperative Funeral Fund Inc registered with the SEC or a state?**
Cooperative Funeral Fund Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 107631.

**How much does Cooperative Funeral Fund Inc manage?**
Cooperative Funeral Fund Inc reports $727,830,808 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**How have Cooperative Funeral Fund Inc's assets and staff changed since 2021?**
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.

**What types of clients does Cooperative Funeral Fund Inc serve?**
By number of clients on Form ADV Item 5.D: other (1,250).

**Which custodians does Cooperative Funeral Fund Inc use?**
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.

**Does Cooperative Funeral Fund Inc 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/107631

**What changed in Cooperative Funeral Fund Inc's recent Form ADV filings?**
In the January 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing 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: $727,830,808
- Discretionary: $727,830,808
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other | 1,250 | $727,830,808 |

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

### Firm details
- Registered since: 1989 (37 years)
- Employees: 20 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, IL, MA, MD, NY, PA, RI, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cffinc.com
- cooperativefuneralfund.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $603,319,483 | 14 | February 9, 2021 |
| October 2022 | $633,744,970 | 20 | February 6, 2022 |
| October 2023 | $661,991,831 | 19 | February 27, 2023 |
| October 2024 | $694,381,939 | 20 | March 27, 2024 |
| October 2025 | $710,651,634 | 20 | February 26, 2025 |
| October 2026 | $727,830,808 | 20 | March 2, 2026 |

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.

## Changes in the filing (last 12 months)

### January 2026
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cooperative Funeral Fund Inc (CRD 107631): Form ADV filing data as of October 2026.