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| Happy Holidays!! thanks for using AUM13F!! |
| CFC Planning Company LLC
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| CRD # | 310603 |
| SEC # | 801-131561 |
| CIK # | 0001854428 |
| AUM | $140.0 M (2025-03-28) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 317-984-7693 |
| Address | 7800 East 236th Street Cicero, IN 46034 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001854428 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.4 | ||
| Cisco Systems Inc | 6.0 | ||
| Walt Disney Co | 5.7 | ||
| American Express Co | 5.5 | ||
| Nike Inc | 5.0 | ||
| Philip Morris International Inc | 4.3 | ||
| Southern Copper Corp/ | 3.1 | ||
| Texas Instruments Inc | 3.1 | ||
| Altria Group Inc | 2.9 | ||
| Johnson & Johnson | 2.8 | ||
| Salesforce Com Inc | 2.7 | ||
| International Business Machines Corp | 2.4 | ||
| Conocophillips | 2.4 | ||
| Caterpillar Inc | 2.3 | ||
| EOG Resources Inc | 2.1 | ||
| Paychex Inc | 2.0 | ||
| VISA Inc | 2.0 | ||
| Merck & Co Inc | 1.9 | ||
| United Parcel Service Inc | 1.7 | ||
| Nvidia Corp | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 301 | 60.8 |
| (b) Individuals (high net worth individuals) | 45 | 73.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 7 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 904 | 140.0 |
| By Discretionary | ||
| Discretionary | 902 | 137.6 |
| Non-Discretionary | 2 | 2.4 |
| Total | 904 | 140.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.0 | |
| Total | 904 | 140.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001854428] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First American Asset Advisory LLC
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|
NY | 0.1 |
|
Dynamic Wealth Advisors
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AZ | 0.1 |
|
Summa Global Advisors LLC
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OR | 0.1 |
|
Bartley Financial Advisors LLC
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NH | 0.1 |
|
Sieben Wealth Planning LLC
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0.1 | |
|
Kensington Financial Advisors LLC
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NJ | 0.1 |
|
Greenway Wealth Advisors LLC
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NC | 0.1 |
|
Bright Investments LLC
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AL | 0.1 |
|
KC Asset Management Inc
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|
0.1 | |
|
Intentional Wealth Strategies
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|
CO | 0.1 |