Wealth manager, independent · Coppell, TX
Cfo4life
Cfo4life Group, LLC · SEC-registered investment adviser · CRD 287600 · SEC 801-110095
At a glance
Cfo4life is an SEC-registered investment adviser based in Coppell, Texas, with $1.9B in regulatory assets under management as of its Form ADV filed June 16, 2026. It reports 877 individual clients, 348 of them high-net-worth, holding an average of about $1.7 million each, and 22 employees. That ranks it 577th among the nation’s 5,657 independent wealth management RIAs and 35th of 367 in Texas. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 214-637-9500mycfo4life.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among independent wealth managers
- #577 of 5,657
- Rank among all SEC RIAs
- #3,710 of 17,210
- Rank in Texas
- #35 of 367
- Individual clients
- 877
- High-net-worth clients
- 348
- Accounts
- 3,279
- Discretionary
- 98% of AUM
- Employees
- 22
- Advisory staff
- 14
- Offices
- 4
Owners and executives on its Form ADV
- Levi G. McMellianChief Executive Officer, Executive Director
- Brian M. ChastainExecutive Director
- Sean M. AlfordChief Investment Officer
- Roseann HigginsChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Cfo4life is a hybrid RIA: 12 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Its Form ADV brochure (filed June 2026) names Ausdal Financial Partners as the broker-dealer its advisers are registered with.
Item 4, certain representatives of CFO4Life, in their individual capacities, also areregistered representatives of Ausdal.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 348 | $1.4B | 72% |
| Pension and profit sharing plans | 46 | $261M | 13% |
| Corporations or other businesses | 56 | $137M | 7% |
| Individuals | 529 | $127M | 7% |
| Charitable organizations | 36 | $19M | 1% |
Disciplinary disclosures
Cfo4life reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗mycfo4life.com ↗
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The full record on Cfo4life
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,042 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Corda Investment Management, LLCHouston | $2.0B | 1,359 |
| Balefire, LLCDallas | $2.0B | 1,757 |
| Guidestone AdvisorsDallas | $2.0B | 2,087 |
| Austin AssetAustin | $1.9B | 447 |
| Willis Johnson WealthHouston | $1.9B | 578 |
| RIA AdvisorsHouston | $1.8B | 1,235 |
Background
Questions
How much does Cfo4life manage?
Cfo4life reports $1.9B in regulatory assets under management across 3,279 accounts, 98% of it on a discretionary basis, on its Form ADV filed June 16, 2026.
How many clients does Cfo4life have?
It reports 877 individual clients: 348 high-net-worth individuals and 529 other individuals. Individuals account for about 78% of its regulatory assets.
Where is Cfo4life headquartered?
Its main office is in Coppell, Texas. It reports 4 offices in total and 22 employees, 14 of whom perform investment advisory functions.
How does Cfo4life charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Cfo4life use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed June 16, 2026, it reports these amounts held: Charles Schwab ($1.3B); Fidelity ($372M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Cfo4life a hybrid RIA with a broker-dealer?
Cfo4life is a hybrid RIA: 12 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Cfo4life a fiduciary?
As an SEC-registered investment adviser, Cfo4life owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 12 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Cfo4life’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →