Cfs, LLC (Oklahoma City)

Name: Cfs, LLC
Address: 210 Park Avenue, Oklahoma City, OK, 73102
Telephone: 405-848-6999

Cfs, LLC is an adviser based in Oklahoma City. It manages $80.91 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Georgia, Oklahoma, and Texas.

Cfs provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cfs: assets under management

The assets under management (AUM) of Cfs, LLC is $80.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $80.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.09 million each.

Cfs has custody of $80.91 million in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cfs, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cfs, LLC

Stephen Edward Shafer has served as the Chief Investment Officer since 1 Jan 2007. Jonathan Nicholas Kuhlman joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Edward Shafer	Member/manager/chief investment officer/chief compliance officer	1 Jan 2007	75% - 100%	3132505
Jonathan Nicholas Kuhlman	Chief operating officer	1 Oct 2014	Other	6407593

Based in Oklahoma City

The principal office where Cfs, LLC performs its advisory services is located at 210 Park Avenue, Oklahoma City, OK 73102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405-848-6999 or by fax 405-848-6953. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at covenantinvestors.com.