SourcingSourcing

CFO CAPITAL MANAGEMENT, LLC

B50
CRD 110950·SEC 801-30887·FAIRFIELD, CT
AUM
$243.9M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$732K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CFO CAPITAL MANAGEMENT, LLC
CRD
110950
SEC file #
801-30887
EIN
365092665
DBA names
—

Economics

AUM
$243.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$155.6M → $243.9M▲ +57%
Client mix
Individuals Other227
Individuals High Net Worth78

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
FAIRFIELD CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
cruicefinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TYMNIAK, TIMOTHY, G
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TYMNIAK, TIMOTHY, G
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CRUICEFINANCIAL.COM
Rdap Domain Creation Date
2005-03-04T23:55:37Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002114167
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-03-02
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0002114167-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab8
E*trade4
Edgar Addresses
Mailing
1305 POST ROADSTE. 202FAIRFIELD, CT 06824
Business
1305 POST ROADSTE. 202FAIRFIELD, CT 06824
Edgar EIN
365092665
Edgar Recent Filings
13F-HR2026-05-04 · 0002114167-26-000004
13F-HR2026-03-02 · 0002114167-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-04T23:55:37Z
Rdap Domain Last Changed
2025-03-05T12:31:50Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5251160
Trust Company Affiliate
No

People (1)

1
TYMNIAK, TIMOTHY, G
Direct Owner · 87.5%
5251160