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| Comprehensive Financial Consultants Institutional Inc
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|---|---|
| CRD # | 128257 |
| SEC # | 801-62834 |
| CIK # | 0001915714 |
| AUM | 595.6 M (2026-02-18) |
| Employees | 22 (95% Investors, 45% Brokers) |
| Fees | |
| Minimum | |
| Phone | 812-334-3190 |
| Address | 674 S College Avenue Bloomington, IN 47403 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 8.5 | ||
| Lilly Eli & Co | 8.4 | ||
| Apple Inc | 8.1 | ||
| Eaton Corp Ltd | 6.6 | ||
| Broadcom Inc | 6.5 | ||
| Johnson & Johnson | 6.5 | ||
| Microsoft Corp | 6.4 | ||
| Home Depot Inc | 6.3 | ||
| Analog Devices Inc | 6.3 | ||
| Marathon Petroleum Corp | 6.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 930 | 209.6 |
| (b) Individuals (high net worth individuals) | 148 | 337.4 |
| (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 | 5 | 48.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,083 | 595.6 |
| By Discretionary | ||
| Discretionary | 1,083 | 595.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,083 | 595.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 595.6 | |
| Total | 1,083 | 595.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001915714] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 13 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Concorde Asset Management LLC
✚
|
MI | 598.4 M |
|
Grand Wealth Management LLC
✚
|
MI | 597.8 M |
|
Measured Risk Portfolios Inc
✚
|
CA | 597.2 M |
|
Garrison Point Advisors LLC
✚
|
CA | 597.1 M |
|
Endeavor Private Wealth Inc
✚
|
KS | 595.3 M |
|
Hedeker Wealth LLC
✚
|
IL | 595.1 M |
|
Affinity Investment Group LLC
✚
|
NH | 595.1 M |
|
Innovative Financial Solutions NJ LLC
✚
|
NJ | 594.9 M |
|
Capital Resource Management Inc
✚
|
IL | 593.2 M |
|
Disciplined Investments LLC
✚
|
OK | 592.8 M |