Comprehensive Financial Consultants Institutional, Inc.
- Regulatory AUM
- $596M
- Discretionary
- $596M
- Clients
- 1,083
- Avg AUM / client
- $550K
- Accounts
- 1,083
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 930 | $210M | 35.2% |
| High net worth individuals | 148 | $337M | 56.6% |
| Charitable organizations | 5 | $48.6M | 8.17% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Cota Childrens Organ Transplant Association Inc EIN 351674365 | Bloomington, IN | 06/30/2025 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Lee Hays | Treasurer/Secretary/Cco | Aug 2003 (23y) | 5% – 10% | |
| David Keith Hays | President | Aug 2003 (23y) | 75% or more | |
| Rodney Lee Holloway | Shareholder | Jun 2004 (22y) | 5% – 10% | |
| Douglas B. Hughes | Registered representative | Jun 2004 (22y) | ||
| Dennis Wayne Thacker | Registered representative | Mar 2010 (16y) | ||
| Ryan Thomas Belcher | Registered representative | Nov 2013 (13y) | ||
| Michael Thomas Fidler | Registered representative | Sep 2014 (12y) | ||
| Joshua Caleb Norris | Registered representative | Aug 2019 (7y) | ||
| Curtis Lee Vandenberg | Registered representative | Nov 2021 (5y) | ||
| Eric Garrard Nordberg | Registered representative | Nov 2021 (5y) | ||
| Angela Marie Chambers | Registered representative | Mar 2026 (0y) | ||
| Jared Hunter Crow | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Cota Childrens Organ Transplant Association Inc | Public charity | $45.1M | 06/30/2025 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 949 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Raymond James $584M (98% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗