Private fund adviser · Indianapolis, IN
CRF Financial Group
SEC-registered investment adviser · CRD 127388 · SEC 801-72062
At a glance
CRF Financial Group is an SEC-registered investment adviser based in Indianapolis, Indiana, with $279 million in regulatory assets under management as of its Form ADV filed January 18, 2024. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,689th of 4,686 private fund advisers and 10,536th of 17,210 SEC-registered advisers by assets.
hoosierfund.comAs filed on Form ADV
- Regulatory AUM
- $279M
- Rank among private fund advisers
- #3,689 of 4,686
- Rank among all SEC RIAs
- #10,536 of 17,210
- Rank in Indiana
- #98 of 146
- Clients
- 37
- Accounts
- 37
- Discretionary
- 0% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Custody and brokerage
Custodian
CRF Financial Group’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 37 | $279M | 100% |
Disciplinary disclosures
CRF Financial Group answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗hoosierfund.com ↗
AtlasMembers
The full record on CRF Financial Group
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, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,004 peers of its type and size
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- Owners and executives, with titles and stakes
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- 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.
Background
Questions
How much does CRF Financial Group manage?
CRF Financial Group reports $279 million in regulatory assets under management across 37 accounts, on its Form ADV filed January 18, 2024.
What kind of firm is CRF Financial Group?
CRF Financial Group is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are CRF Financial Group’s clients?
By assets, its largest client types are pooled investment vehicles ($279 million, 37 clients).
Does CRF Financial Group have any disciplinary history?
CRF Financial Group answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is CRF Financial Group’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, 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). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. 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 →