Cfo4life Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Cfo4life Group reports 1,015 clients. They include 529 individual clients, 348 high-net-worth individuals, and 56 corporations and other businesses. Of its assets, 98.3% ($1.9B across 3,246 accounts) are managed with discretion; $33.2M across 33 accounts are not. Of its clients, 1% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 7% |
| High-net-worth individuals | 34% | 72% |
| Pension and profit-sharing plans | 5% | 13% |
| Charitable organizations | 4% | 1% |
| Corporations and other businesses | 6% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 529 | $127M | 6.5% | $239K |
| High-net-worth individuals | 348 | $1.39B | 71.9% | $4M |
| Pension and profit-sharing plans | 46 | $261M | 13.5% | $5.67M |
| Charitable organizations | 36 | $19.4M | 1.0% | $538K |
| Corporations and other businesses | 56 | $137M | 7.1% | $2.45M |
| Total | 1,015 | $1.94B | 100% | $1.91M |
- Clients
- 529
- Regulatory AUM
- $127M
- AUM share
- 6.5%
- Avg. per client
- $239K
- Clients
- 348
- Regulatory AUM
- $1.39B
- AUM share
- 71.9%
- Avg. per client
- $4M
- Clients
- 46
- Regulatory AUM
- $261M
- AUM share
- 13.5%
- Avg. per client
- $5.67M
- Clients
- 36
- Regulatory AUM
- $19.4M
- AUM share
- 1.0%
- Avg. per client
- $538K
- Clients
- 56
- Regulatory AUM
- $137M
- AUM share
- 7.1%
- Avg. per client
- $2.45M
Total
- Clients
- 1,015
- Regulatory AUM
- $1.94B
- AUM share
- 100%
- Avg. per client
- $1.91M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Cfo4life Group charges 1.00%–1.50% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Comprehensive financial planning
- Clients receiving financial planning only pay an annual fixed fee of $10,000 to $15,000, depending on plan complexity.
Focus Operating, LLC owns 75% or more of Cfo4life Group. Levi McMellian is CEO; the leadership team includes Chief Investment Officer Sean Alford and Chief Compliance Officer Roseann Higgins. It has 22 employees, 14 of them in advisory roles.
Staff
- 22 employees
- 14 in advisory functions
- 14 state-registered reps
- 12 broker-dealer reps
- 9 insurance agents
- Owns 75% or more of Cfo4life Group, LLC
Focus Operating, LLC
Control person · since February 2017
- Owns 50% to 75% of Cfo4life Group, LLC
Focus Financial Partners Inc.
Control person · since July 2018
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Acquisition LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Acquisition LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Intermediate Holdings, LLC
Ferdinand FFP Parent, Inc.
Control person · since August 2023
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton Dubilier & Rice Fund Xii, L.P.
Control person · since August 2023
- Owns 25% to 50% of CD&R Ferdinand Holdings, L.P.
CD&R Ferdinand Co-Investor, L.P.
Control person · since August 2023
Cfo4life Group’s regulatory assets grew from $1.33B (May 2021) to $1.94B (June 2026); clients rose from 831 to 1,015 and employees from 18 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $1.94B | 1,015 | 22 | 4 |
| May 2025May 2025 | $1.74B | 956 | 24 | 4 |
| May 2024May 2024 | $1.87B | 851 | 24 | 3 |
| Jun 2023June 2023 | $1.71B | 837 | 20 | 3 |
| Apr 2022April 2022 | $1.64B | 777 | 21 | 3 |
| May 2021May 2021 | $1.33B | 831 | 18 | 2 |
Besides its headquarters, Cfo4life Group has 3 offices (3 private residences, listed without an address), with 1 listed address in 1 state.
Texas · 1 listed address
- 735 Plaza BLVD., Suite 100, CoppellHQ
Contact and registration details
- Legal name
- Cfo4life Group, LLC
- Headquarters
- 735 Plaza BLVD., Suite 100, Coppell, TX 75019
- Website
- mycfo4life.com
- Phone
- 214-637-9500
- @cfo4life
- SEC file
- 801-110095
- Structure
- Delaware LLC
- Fiscal year end
- December
Cfo4life Group’s named custodians for separately managed accounts are Charles Schwab ($1.28B, 77%) and Fidelity ($372M, 23%). Cfo4life Group has custody of $24.2M for 19 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Fransico, CA · $1.28B77%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $372M23%
At year end, Cfo4life Group’s separately managed accounts were mostly in funds (71%) and stocks (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $743M across 237 positions; the largest are Vanguard Index Fds (13.3%), Blackrock ETF Trust (6.7%) and iShares TR (5.2%).
What the accounts hold
- Stocks22%
- Funds71%
- Registered funds69%
- Pooled vehicles2%
- Bonds3%
- Cash4%
How many clients does Cfo4life Group have?
Cfo4life Group has 1,015 clients and manages $1.94 billion for them, as of June 2026. They include 529 individual clients, 348 high-net-worth individuals, and 56 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 June 2026
What services does Cfo4life Group offer?
Cfo4life Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cfo4life Group charge?
Cfo4life Group charges 1.00%–1.50% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.
Which custodians does Cfo4life Group use?
Cfo4life Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransico, CA), with $1.28B and Fidelity Brokerage Services LLC (Smithfield, RI), with $372M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 June 2026
How many financial advisors does Cfo4life Group have?
Cfo4life Group has 14 investment adviser representatives registered with state securities authorities, out of 22 employees, and 14 perform investment advisory functions. 12 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cfo4life Group invest in?
At the end of its last fiscal year, Cfo4life Group’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 4% cash and equivalents, 3% state and local bonds and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Cfo4life Group have a minimum investment?
Yes, Cfo4life Group’s minimum account size for its Investment Management Services is $2M.
Who owns Cfo4life Group?
Cfo4life Group is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton Dubilier & Rice Fund Xii, L.P. Its direct owners are Focus Operating, LLC (75% or more) and Focus Financial Partners Inc. (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 June 2026
How does Cfo4life Group get paid?
Cfo4life Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cfo4life Group?
Cfo4life Group’s main office is at 735 Plaza BLVD., Suite 100, Coppell, TX 75019. Its phone number is 214-637-9500. Its website is mycfo4life.com.