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⚲
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| COFG Advisors LLC
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|
|---|---|
| CRD # | 333344 |
| SEC # | 801-131428 |
| CIK # | 0002104330 |
| AUM | $1.2 B (2026-02-18) |
| Employees | 19 (47% Investors, 0% Brokers) |
| Phone | 630-954-5572 |
| Address | 903 Commerce Drive, Oak Brook, IL 60523 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 20.2 | |
| Nvidia Corp | 8.8 | |
| Microsoft Corp | 5.9 | |
| Amazon Com Inc | 4.4 | |
| AbbVie Inc | 3.9 | |
| Alphabet Inc | 3.5 | |
| Medtronic Holdings Ltd | 3.5 | |
| Palantir Technologies Inc | 3.3 | |
| SPDR Gold Trust | 3.0 | |
| Tesla Motors Inc | 3.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,147 | 479.2 |
| (b) Individuals (high net worth individuals) | 189 | 631.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 89.7 |
| (h) Charitable organizations | 0 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 6.9 |
| (n) Other | 0 | 0.0 |
| Total | 4,345 | 1,209.2 |
| By Discretionary | ||
| Discretionary | 4,304 | 1,111.7 |
| Non-Discretionary | 41 | 97.5 |
| Total | 4,345 | 1,209.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,209.2 | |
| Total | 4,345 | 1,209.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002104330] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investment Advisory Group LLC
✚
|
FL | 1.2 |
|
WISS Private Client Advisors LLC
✚
|
NJ | 1.2 |
|
Fielder Capital Group LLC
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|
TN | 1.2 |
|
Folger Nolan Fleming Douglas Capital Management Inc
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|
DC | 1.2 |
|
James Investment Research Inc
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OH | 1.2 |
|
van Cleef Asset Management Inc
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|
OH | 1.2 |
|
Wespac Advisors LLC
✚
|
CA | 1.2 |
|
Childress Capital Advisors LLC
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|
TX | 1.2 |
|
Cedar Mountain Advisors LLC
✚
|
OR | 1.2 |
|
BMO Nesbitt Burns Securities Ltd
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|
1.2 |