CFO4LIFE GROUP, LLC
C29
CRD 287600·SEC 801-110095·COPPELL, TX
AUM
$1.94B
$1B+
Est. Revenue
$19.4M
@ 1% on AUM
Est. EBITDA
$5.8M
@ 30% margin
Est. Deal Value
$46.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.06B
'21 · $1.17B
'22 · $1.33B
'23 · $1.64B
'25 · $1.74B
'26 · $1.94B
'20'26
$1.06B → $1.94B▲ +82%
Client mix
| Individuals Other | 529 |
| Individuals High Net Worth | 348 |
| Corporations | 56 |
| Pension Profit Sharing Plans | 46 |
| Charitable Organizations | 36 |
Operations
Advisory staff (5-yr trend)
'20 · 16 advisors
'21 · 13 advisors
'22 · 11 advisors
'23 · 15 advisors
'25 · 16 advisors
'26 · 14 advisors
'20'26
16 advisors → 14 advisors▼ -12%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
735 PLAZA BLVD., SUITE 100COPPELL, TX 75019
Business
735 PLAZA BLVD., SUITE 100COPPELL, TX 75019
Edgar Recent Filings
13F-HR2026-05-11 · 0001765380-26-000199
13F-HR2026-02-06 · 0001765380-26-000075