# CRF Financial Group

> 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.

- CRD: 127388
- Filed as: CRF FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: January 18, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127388
- AdvisorCensus page: https://advisorcensus.com/firm/crf-financial-group-indianapolis-in-127388

## Quick answers

**How is CRF Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), CRF Financial Group reports these compensation arrangements: a percentage of assets under its management.

**Where is CRF Financial Group located?**
CRF Financial Group's principal office is in Indianapolis, IN, according to its Form ADV.

**Is CRF Financial Group registered with the SEC or a state?**
CRF Financial Group is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 127388.

**How much does CRF Financial Group manage?**
CRF Financial Group reports $279,481,430 in regulatory assets under management in its Form ADV filing dated January 18, 2024 (0% discretionary).

**How have CRF Financial Group's assets and staff changed since 2021?**
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.

**What types of clients does CRF Financial Group serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (37).

**Does CRF Financial Group report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $279,481,430
- Discretionary: $0
- Non-discretionary: $279,481,430

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 37 | $279,481,430 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127388

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $237,763,956 | 1 | January 8, 2021 |
| October 2022 | $289,324,220 | 1 | March 29, 2022 |
| October 2023 | $283,585,864 | 1 | February 15, 2023 |
| October 2024 | $279,481,430 | 1 | January 18, 2024 |
| October 2025 | $279,481,430 | 1 | January 18, 2024 |
| October 2026 | $279,481,430 | 1 | January 18, 2024 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CRF Financial Group (CRD 127388): Form ADV filing data as of October 2026.