| Name | Title | Ownership | Since |
|---|---|---|---|
| Cfc Planning Company Trust Control | Managing Member | Over 75% | 2020 |
| Christian David McGill Control | Cco | Under 5% | 2020 |
| David Earl McGill Control | President | Under 5% | 2020 |
Cfc Planning Company, LLC reports $140 million in regulatory assets under management on its Form ADV.
Cfc Planning Company, LLC reports 7 employees.
Cfc Planning Company, LLC is based in Cicero, IN and has been SEC-registered since 2024.
Cfc Planning Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7800 East 236th Street, Cicero, IN 46034 |
| Phone | 317-984-7693 |
| Fax | 317-984-8787 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $137.6M |
| Non-discretionary | $2.4M |
| Total (RAUM) | $140M |