Cfo4 Life Group, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 287600
· SEC file 801-110095
· Coppell, TX
· WWW.LINKEDIN.COM
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ADV data as of Jun 16, 2026
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 1,015
- Avg AUM / client
- $1.9M
- Accounts
- 3,279
- Employees
- 22
AUM over time
$535M
$1.9B
Dec 2016
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 529 | $127M | 6.54% |
| High net worth individuals | 348 | $1.4B | 71.9% |
| Pension and profit sharing plans | 46 | $261M | 13.5% |
| Charitable organizations | 36 | $19.4M | 1.0% |
| Corporations and other businesses | 56 | $137M | 7.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Shaddock Companies 401(k) Plan Willow Bend Mortgage Company, Llc | 2024 | |
| Bioworld Merchandising, Inc. 401(k) Plan Bioworld Merchandising, Inc. | 2024 | |
| World Class Automotive Group Investment 401(k) Plan Pcf Acquisition Co. | 2024 | |
| Darling Ingredients Inc. Hourly And Bargaining 401(k) Savings Plan Darling Ingredients Inc. | 2024 | |
| Darling Ingredients Inc. Salaried 401(k) Savings Plan Darling Ingredients Inc. | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Metford Chastain | Chief Investment Officer | CFP | Jan 2007 (20y) | Less than 5% |
| Levi Glenn Mcmellian | Chief Executive Officer, Executive Director | Jan 2007 (20y) | Less than 5% | |
| Woodard, Kevin, Sean | Chief Compliance Officer | Oct 2014 (12y) | Less than 5% | |
| Russell Dean Boaz | Registered representative | CFP | Mar 2017 (9y) | |
| Bryce Metford Chastain | Registered representative | CFP | Mar 2017 (9y) | |
| Elizabeth Brown Allie | Registered representative | Mar 2017 (9y) | ||
| Sean Michael Alford | Registered representative | CFP | Mar 2017 (9y) | |
| Kristina Elaine Miller | Registered representative | Chartered Financial Consultant | May 2021 (5y) | |
| Chase Levi Mcmellian | Registered representative | Aug 2021 (5y) | ||
| Leslie Victoria King | Registered representative | Aug 2021 (5y) | ||
| Dallas Anne Killman | Registered representative | CFP | Sep 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Focus Operating, Llc | Member/Manager | Feb 2017 | A | 75% or more |
| Focus Financial Partners, Llc | Member | Jan 2007 | B | ≈ 56.25% – 100% via Focus Operating, Llc |
| Focus Financial Partners Inc. | Member | Jul 2018 | B | ≈ 42.19% – 100% via Focus Financial Partners, Llc |
| Ferdinand Ffp Acquisition Llc | Shareholder Class A Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Ultimate Holdings, Lp | Shareholder Class B Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Intermediate Holdings, Llc | Member | Aug 2023 | B | ≈ 23.73% – 100% via Ferdinand Ffp Acquisition Llc |
| Ferdinand Ffp Parent, Inc. | Member | Aug 2023 | B | ≈ 17.8% – 100% via Ferdinand Ffp Intermediate Holdings, Llc |
| Cd&R Ferdinand Holdings, L.P. | Partner | Aug 2023 | B | ≈ 15.82% – 75% via Ferdinand Ffp Ultimate Holdings, Lp |
| Clayton Dubilier & Rice Fund Xii, L.P. | Partner | Aug 2023 | B | ≈ 7.91% – 56.25% via Cd&R Ferdinand Holdings, L.P. |
| Cd&R Ferdinand Co Investor, L.P. | Partner | Aug 2023 | B | ≈ 3.96% – 37.5% via Cd&R Ferdinand Holdings, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Focus Financial Partners, Llc: 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Focus Financial Partners Inc.: 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Ferdinand Ffp Acquisition Llc: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Ultimate Holdings, Lp: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Intermediate Holdings, Llc: 75% – 100% of Ferdinand Ffp Acquisition Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Ferdinand Ffp Parent, Inc.: 75% – 100% of Ferdinand Ffp Intermediate Holdings, Llc × 75% – 100% of Ferdinand Ffp Acquisition Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Cd&R Ferdinand Holdings, L.P.: 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Clayton Dubilier & Rice Fund Xii, L.P.: 50% – 75% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 7.91% – 56.25% of the firm
- Cd&R Ferdinand Co Investor, L.P.: 25% – 50% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
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.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Shaddock Companies 401(k) Plan | Willow Bend Mortgage Company, Llc | 1,417 | $54.7M | 01/01/2024 |
| Bioworld Merchandising, Inc. 401(k) Plan | Bioworld Merchandising, Inc. | 408 | $31.8M | 01/01/2024 |
| World Class Automotive Group Investment 401(k) Plan | Pcf Acquisition Co. | 982 | $57.0M | 01/01/2024 |
| Darling Ingredients Inc. Hourly And Bargaining 401(k) Savings Plan | Darling Ingredients Inc. | 3,861 | $126M | 01/01/2024 |
| Darling Ingredients Inc. Salaried 401(k) Savings Plan | Darling Ingredients Inc. | 5,206 | $237M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 1.25 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (66% of AUM) Jun 2026
- Fidelity Brokerage Services $372M (19% of AUM) Jun 2026
- Pnc Bank $364M (27% of AUM) Nov 2021
- Principal Trust Company $324M (17% of AUM) Feb 2025
- Newport Group, Inc. $308M (18% of AUM) Nov 2023
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: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗