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CFO4Life Group
CFO4Life Group was established in 2006 and maintains its headquarters in Coppell, Texas, part of the Dallas–Fort Worth metropolitan area. The firm is...
CFO4Life Group
CFO4Life Group was established in 2006 and maintains its headquarters in Coppell, Texas, part of the Dallas–Fort Worth metropolitan area. The firm is structured as a registered investment advisor, providing fiduciary wealth management and financial planning services to individual investors, business executives, trusts, and corporate entities. The firm's core offerings span portfolio management, cash-flow analysis, and retirement-income planning. Its investment approach is rooted in retail advisory, constructing client portfolios with a mix of equities, fixed income, and alternative strategies where suitable. CFO4Life operates without reported institutional separate accounts or closed-end fund vehicles, distinguishing it from larger multi-family offices that run pooled direct-investment programs. The advisory team operates primarily from the single Coppell location, and the firm has not publicly disclosed total regulatory assets under management or headcount. The organization's footprint reflects a concentrated regional practice rather than a multi-city platform. Adjacent charitable or operating entities have not been identified in public disclosures. CFO4Life's structural differentiator lies in its compliance posture as a state-registered RIA serving a localized client base — an architecture that subjects it to Texas State Securities Board oversight and limits its marketing footprint compared to SEC-registered national firms. This regulatory profile shapes both the firm's client-acquisition model and its operational cadence.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
Location
Region
North America
Country
United States
City
Coppell
Corporate office
Coppell, TX, United States
Sector focus
Frequently asked questions
Is CFO4Life Group a single-family office or a multi-family office?
Neither. CFO4Life Group is structured as a registered investment advisor, not a family office. It provides fiduciary wealth management and financial planning services to multiple unrelated clients, including individuals, executives, trusts, and corporations. Its regulatory filings do not indicate a single-family oversight structure or a dedicated multi-family-office service line.
Who runs investment decisions at CFO4Life Group?
The names of the firm's current principals and investment-committee members have not been publicly disclosed or surfaced in regulatory summaries reviewed during this profile compilation. As a small advisory practice, investment decisions likely rest with its founding principals, whose identities can be verified through the firm's Form ADV filings with the Texas State Securities Board.
Does CFO4Life Group participate in fund commitments or only manage direct portfolios?
CFO4Life Group constructs client portfolios using a mix of asset classes that may include mutual funds, exchange-traded funds, and individual securities, as is standard for an RIA of its profile. There is no public evidence that the firm commits capital to institutional private-market funds or operates its own pooled investment vehicles.
What geographic region does CFO4Life Group primarily serve?
The firm operates from a single office in Coppell, Texas, and its client base is concentrated in the Dallas–Fort Worth metroplex. No additional office locations or out-of-state branch registrations appear in available public records.
How is CFO4Life Group regulated?
CFO4Life Group is a registered investment advisor subject to oversight by the Texas State Securities Board. This state-level registration distinguishes it from SEC-registered RIAs, which typically manage higher asset thresholds or operate across multiple states. The firm's Form ADV filings provide details on its advisory services, fee schedules, and disciplinary history.
Profile maintained by Altss 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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