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| Comprehensive Financial Consultants Institutional Inc
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|
|---|---|
| CRD # | 128257 |
| SEC # | 801-62834 |
| CIK # | 0001915714 |
| AUM | $595.6 M (2026-02-18) |
| Employees | 22 (95% Investors, 45% Brokers) |
| Phone | 812-334-3190 |
| Address | 674 S College Avenue Bloomington, IN 47403 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001915714 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 8.5 | ||
| Lilly Eli & Co | 8.4 | ||
| Apple Inc | 8.1 | ||
| Eaton Corp Ltd | 6.6 | ||
| Broadcom Inc | 6.5 | ||
| Johnson & Johnson | 6.5 | ||
| Microsoft Corp | 6.4 | ||
| Home Depot Inc | 6.3 | ||
| Analog Devices Inc | 6.3 | ||
| Marathon Petroleum Corp | 6.2 | ||
| Tyco International Ltd /Ber/ | 6.1 | ||
| Wal Mart Stores Inc | 5.7 | ||
| Ace Ltd | 5.5 | ||
| AbbVie Inc | 5.5 | ||
| Advanced Micro Devices Inc | 5.5 | ||
| Union Pacific Corp | 5.3 | ||
| Air Products & Chemicals Inc /DE/ | 5.1 | ||
| Best Buy Co Inc | 4.9 | ||
| Motorola Inc | 4.9 | ||
| Cummins Inc | 4.7 | ||
| Verizon Communications Inc | 4.6 | ||
| GE Vernova Inc | 4.3 | ||
| CME Group Inc | 4.2 | ||
| Entergy Corp /DE/ | 4.2 | ||
| Service Corporation International | 4.1 | ||
| Alphabet Inc | 4.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Concorde Asset Management LLC
✚
|
MI | 0.6 |
|
Grand Wealth Management LLC
✚
|
MI | 0.6 |
|
Measured Risk Portfolios Inc
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|
CA | 0.6 |
|
Garrison Point Advisors LLC
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|
CA | 0.6 |
|
Endeavor Private Wealth Inc
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|
KS | 0.6 |
|
Hedeker Wealth LLC
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|
IL | 0.6 |
|
Affinity Investment Group LLC
✚
|
NH | 0.6 |
|
Innovative Financial Solutions NJ LLC
✚
|
NJ | 0.6 |
|
Capital Resource Management Inc
✚
|
IL | 0.6 |
|
Disciplined Investments LLC
✚
|
OK | 0.6 |