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| CFO Capital Management LLC
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|---|---|
| CRD # | 110950 |
| SEC # | 801-30887 |
| CIK # | 0002114167 |
| AUM | 243.9 M (2026-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 203-221-0202 |
| Address | 1305 Post Rd Fairfield, CT 06824 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002114167 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.3 | ||
| Nvidia Corp | 8.8 | ||
| Amazon Com Inc | 4.9 | ||
| Broadcom Inc | 3.8 | ||
| Microsoft Corp | 3.7 | ||
| Alphabet Inc | 3.5 | ||
| Caterpillar Inc | 3.2 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Johnson & Johnson | 2.6 | ||
| Alphabet Inc | 2.6 | ||
| Yandex NV | 2.3 | ||
| Palantir Technologies Inc | 2.0 | ||
| Advanced Micro Devices Inc | 1.8 | ||
| United Technologies Corp /DE/ | 1.5 | ||
| International Business Machines Corp | 1.4 | ||
| Facebook Inc | 1.3 | ||
| Southern Co | 1.3 | ||
| Chevron Corp | 1.2 | ||
| Lowes Companies Inc | 1.2 | ||
| Abbott Laboratories | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 58.5 |
| (b) Individuals (high net worth individuals) | 78 | 185.4 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 587 | 243.9 |
| By Discretionary | ||
| Discretionary | 587 | 243.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 587 | 243.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.9 | |
| Total | 587 | 243.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002114167] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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