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| CFC Planning Company LLC
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|---|---|
| CRD # | 310603 |
| SEC # | 801-131561 |
| CIK # | 0001854428 |
| AUM | 187.3 M (2026-03-17) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 13.0 | ||
| Cisco Systems Inc | 8.5 | ||
| Southern Copper Corp/ | 6.2 | ||
| Walt Disney Co | 5.2 | ||
| American Express Co | 5.2 | ||
| Philip Morris International Inc | 4.9 | ||
| Johnson & Johnson | 4.7 | ||
| Verizon Communications Inc | 4.4 | ||
| Conocophillips | 4.2 | ||
| Altria Group Inc | 4.2 | ||
| Coca Cola Co | 4.1 | ||
| UnitedHealth Group Inc | 4.1 | ||
| Texas Instruments Inc | 3.5 | ||
| EOG Resources Inc | 3.4 | ||
| International Business Machines Corp | 3.1 | ||
| Merck & Co Inc | 3.0 | ||
| Visa Inc | 3.0 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Salesforce Com Inc | 2.6 | ||
| United Parcel Service Inc | 2.0 | ||
| Nvidia Corp | 1.6 | ||
| Lilly Eli & Co | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 71.0 |
| (b) Individuals (high net worth individuals) | 61 | 108.6 |
| (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 | 1.6 |
| (h) Charitable organizations | 7 | 4.8 |
| (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 | 9 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,123 | 187.3 |
| By Discretionary | ||
| Discretionary | 1,121 | 185.7 |
| Non-Discretionary | 2 | 1.6 |
| Total | 1,123 | 187.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.3 | |
| Total | 1,123 | 187.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001854428] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
Liftpoint Family Wealth Advisors LLC
✚
|
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|
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Ward & Associates
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ERISA Advisers Inc
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|
Fjell Capital LLC
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|
Public Equity Partners LLC
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|
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