You Built the Practice.
We Build Everything Around It.
The CFD Companies are a broker/dealer and registered investment adviser under one roof, Christian-founded and independent since 1982. Never acquired. 150+ advisers, and a 3:1 adviser-to-home-office staff ratio: a number we publish because we want you to hold us to it.
See if CFD Is a Fit — 3 Minutes12 quick questions. No contact details until the end, and no call unless you want one.
Three Reasons Advisers Move Here
Values You Don't Keep in a Separate Drawer
Christian-founded, and it shapes how the firm operates. Biblically responsible portfolios with eVALUEator screening are available to you, so your practice can reflect your convictions if your clients ask for it.
A Support Ratio We Actually Publish
One home-office team member for every three advisers. We print the number because it is the thing you will feel every week: on a transfer question, a compliance question, a Friday afternoon.
Both Registrations, One Roof
Broker/dealer and registered investment adviser in the same house since 1990 and 1982. You are not stitching affiliations together to serve the clients you already have.
What That Has Actually Looked Like
$300M+ in New Assets Under Administration
Added across Q2–Q3 2024 as advisers transferred in from other firms. Published by CFD, December 2024.
Our President on Fox Business, Twice
Brent Owens with Charles Payne on Making Money, March and September 2025, on biblically responsible investing.
Kingdom Advisors, Platinum Sponsor
2025 Redeeming Money Conference, hosting Paul Kingsman.
InvestmentNews 2026 5-Star RIA Firm
Third-party recognition, published 2026.
What the First Conversation Actually Is
Nobody is going to pitch you a payout grid on a first call. Here is the whole sequence.
30 Minutes with Jamie
Jamie Barber, Adviser Advocate. She asks about your book and what is not working where you are. You ask her anything.
A Real Look at the Numbers
What a transition would involve for your specific mix of business, on your timeline, not a generic transition deck.
Come See It
A visit to the Creative Financial Centre® in Kokomo. Meet the home-office team you would be calling. No obligation either way.
Questions Advisers Ask Before They'll Book
Am I too small — or too big?
CFD fits best with advisers running roughly $250K to $750K in trailing-12 production, three to fifteen years in. The questions on the next page will tell you honestly, before you give us your email.
Do I have to run biblically responsible portfolios?
No. It is a capability available to you and your clients, not a requirement of affiliating here.
What happens to my clients during a transition?
Is my inquiry confidential?
Find out in three minutes whether this is worth a call.
Twelve questions. You will see where you land before we see who you are.
See if CFD Is a Fit