{
  "crd_number": 127388,
  "slug": "crf-financial-group-indianapolis-in-127388",
  "primary_business_name": "CRF FINANCIAL GROUP",
  "legal_name": "CRF FINANCIAL GROUP",
  "dbas": [],
  "city": "Indianapolis",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-01-07",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2024-01-18",
  "carried_forward": false,
  "raum_total": 279481430.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 279481430.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 279481430.0,
      "count": 37
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "IN"
  ],
  "websites": [
    "https://hoosierfund.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127388",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "INDIANAPOLIS",
  "url": "https://advisorcensus.com/firm/crf-financial-group-indianapolis-in-127388",
  "display_name": "CRF Financial Group",
  "summary": "CRF Financial Group is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2011, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 18, 2024.",
  "citation": "AdvisorCensus. CRF Financial Group (CRD 127388): 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 pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is CRF Financial Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CRF Financial Group 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 CRF Financial Group located?",
      "a": "CRF Financial Group's principal office is in Indianapolis, IN, according to its Form ADV."
    },
    {
      "q": "Is CRF Financial Group registered with the SEC or a state?",
      "a": "CRF Financial Group is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 127388."
    },
    {
      "q": "How much does CRF Financial Group manage?",
      "a": "CRF Financial Group reports $279,481,430 in regulatory assets under management in its Form ADV filing dated January 18, 2024 (0% discretionary)."
    },
    {
      "q": "How have CRF Financial Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for CRF Financial Group: Regulatory assets under management: $237,763,956 in the October 2021 data and $279,481,430 in the October 2026 data, up 18%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does CRF Financial Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (37)."
    },
    {
      "q": "Does CRF Financial Group report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127388"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 237763956.0,
      "total_employees": 1,
      "filing_date": "2021-01-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 289324220.0,
      "total_employees": 1,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 283585864.0,
      "total_employees": 1,
      "filing_date": "2023-02-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 279481430.0,
      "total_employees": 1,
      "filing_date": "2024-01-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 279481430.0,
      "total_employees": 1,
      "filing_date": "2024-01-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 279481430.0,
      "total_employees": 1,
      "filing_date": "2024-01-18"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/crf-financial-group-indianapolis-in-127388.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 37,
      "fewer_than_5": false,
      "raum": 279481430.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/127388",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}