CFD Companies Experience Growth with $300M in New AUA

CFD Companies Experience Impressive Growth in Assets

Recently, CFD Companies, a leader in independent financial services, reported a remarkable increase of over $300 million in assets under advisement (AUA). This significant growth reflects the ongoing trend of financial professionals transitioning their practices to CFD. The company continues to thrive, demonstrating strong performance throughout the past two market quarters. This influx of AUA underlines the trust and confidence that advisors are placing in the firm.

Commitment to Service and Client Relationships

Brent Owens, the President of CFD Companies, expressed his enthusiasm regarding this continuous growth. He highlighted that achieving record levels of production from revenues to assets is a testament to their dedicated service model. “Our focus remains on delivering top-notch services woven with transparency and excellence,” said Owens. The company believes that maintaining client satisfaction is crucial, and they pride themselves on a customer-first philosophy.

Partnership with Kingdom Advisors

Looking ahead, CFD Companies announced an enhanced collaboration for the year with Kingdom Advisors, the prominent network of Christian financial advisors. As part of this partnership, CFD will proudly participate as a Platinum Sponsor for the 2025 Kingdom Advisors' Redeeming Money Conference. This event will feature esteemed financial speaker and former Olympian, Paul Kingsman. Such initiatives indicate CFD's commitment to reinforcing its role within the financial advising community.

A Vision Rooted in Faith

Owens stated, “Our growth is underpinned by a mission driven by faith, allowing us to align our vision and practices with the values we cherish.” The annual Kingdom Advisors conference has proven to be a fruitful nexus for building relationships and sharing best practices among independent financial advisors. CFD Companies sees immense value in this synergy and aims to leverage these connections to foster mutual growth.

The Future of Financial Guidance

The company is dedicated to revolutionizing the way financial services are delivered by focusing on tailor-made strategies that resonate with individual client needs. The philosophy at CFD is simple: the best outcomes emerge when advisors have the freedom to empower their clients through personalized planning and innovative investment solutions.

Overview of CFD Companies

CFD Companies stands out as an independent Broker/Dealer and Registered Investment Advisor (RIA). The firm emphasizes its firm belief that clients are best served by financial professionals that operate independently. By prioritizing quality relationships, CFD creates a supportive ecosystem that balances trust and innovative resources. This ensures advisers can deliver significant value to their clients, which is paramount in the financial services landscape.

Building Lasting Partnerships

Many advisers prefer partnering with firms that showcase a commitment to client-centric practices, and CFD Companies embodies this principle. Their forward-thinking approach encourages the establishment of meaningful advisor-client relationships rooted in integrity and cooperation. As they continue to build on their successes, the firm opens its doors to more financial professionals looking for a nurturing environment that fosters growth.

Frequently Asked Questions

What is the main focus of CFD Companies?

CFD Companies aims to provide personalized financial planning and investment strategies through independent broker-dealer and RIA services.

How much additional AUA did CFD Companies gain?

CFD Companies reported an increase of over $300 million in assets under advisement from transitioning financial professionals.

What is the significance of the partnership with Kingdom Advisors?

This partnership highlights CFD's commitment to serving the Christian financial advising community and enhances their collaborative efforts at events like the Redeeming Money Conference.

Who is Brent Owens?

Brent Owens is the President of CFD Companies, guiding its growth and service philosophy focused on transparency and commitment to excellence.

What benefits do advisers gain by partnering with CFD Companies?

Advisers can benefit from a supportive network, personalized planning, and innovative resources that enhance their service delivery to clients.

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