Single Family OfficeRIA · CRD 342117SEC-Registered

Updated:

CFD Investment Advisory

CFD Investment Advisory LLC is an SEC-registered investment adviser in Billings, MT. It has one employee and one investment adviser.

CFD Investment Advisory

CFD Investment Advisory LLC is an SEC-registered investment adviser in Billings, MT. It has one employee and one investment adviser. The firm is based in Montana.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at CFD Investment Advisory?

No principal or investment decision-maker has been publicly identified for CFD Investment Advisory. The firm has no website, LinkedIn page, or regulatory filing that names its leadership. In family-office structures of this type, investment decisions typically reside with a single family member or a small internal advisory team, but this cannot be confirmed.

What is the regulatory status of CFD Investment Advisory?

CFD Investment Advisory is structured as a limited liability company but does not appear in publicly searchable SEC investment-adviser registration databases under this exact name. This suggests it may operate as an exempt reporting adviser, fall below registration thresholds, or be structured to avoid public filing requirements that larger registered investment advisers must meet.

Can CFD Investment Advisory accept external capital?

No evidence exists in the public record that CFD Investment Advisory raises or manages external third-party capital. The firm's absence of a public-facing investment platform, marketing presence, and regulatory disclosure is consistent with a single-family office that manages proprietary capital exclusively, rather than a firm open to outside institutional or individual investors.

What is CFD Investment Advisory's known investment track record?

CFD Investment Advisory has no publicly documented investment track record, portfolio holdings, or realized exits. The firm's complete lack of media coverage, website content, and database entries means an external analysis of its performance or investment history is not possible using open-source information.

Why is there so little information available about CFD Investment Advisory?

Entities that operate as unregistered, single-family investment offices are not required to make public disclosures about their AUM, investments, or principals. The firm's zero public footprint is likely intentional, reflecting a family or principal that prioritizes absolute financial privacy and conducts all investment activity through private channels without any external marketing or reporting.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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