Updated:
Corporate Financial Management
Corporate Financial Management, LLC is a state-registered investment adviser with offices in Carmel-by-the-Sea, CA. It provides investment advice to clients.
Corporate Financial Management
Corporate Financial Management, LLC is a state-registered investment adviser with offices in Carmel-by-the-Sea, CA. It provides investment advice to clients.
General information
Firm type
Asset Manager
Year founded
1975
Location
Region
North America
Country
United States
City
Carmel-By-The-Sea
Corporate office
King of Prussia, PA, United States
Principals
Richard B. Testa
Founder
Frequently asked questions
Who runs investment decisions at Corporate Financial Management?
The firm was founded by Richard B. Testa in 1975, and public records identify him as the principal. Corporate Financial Management does not publicly disclose an investment committee structure, a chief investment officer title, or any named portfolio managers beyond the founder. Without a public Form ADV Part 2B or equivalent disclosure readily available, the internal delegation of investment authority remains opaque to outside allocators.
How does the firm's tax and accounting practice interact with its investment advisory business?
The CF Companies umbrella houses related entities offering tax preparation, accounting, and small-business advisory services alongside registered investment advisory work. This structure creates a cross-referral model: tax clients are a natural pipeline for investment-management relationships, and advisory clients receive coordinated tax planning. The integration mirrors the old-line CPA-RIA hybrid model that preceded the modern separation of wealth management from accounting firms.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: