CFO CAPITAL MANAGEMENT, LLC
CRD #110950 SEC #801-30887 FAIRFIELD, CT 203-221-0202
SEC Registered
Total AUM
$218.4M
Discretionary
$218.4M
Employees
6
Clients
10
Accounts
543
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $218.4M | $218.4M | $0 | 6 | 0 |
| Mar 2024 | $187.4M | $187.4M | $0 | 6 | 0 |
| Dec 2023 | $170.3M | $170.3M | $0 | 6 | 0 |
| Sep 2023 | $170.3M | $170.3M | $0 | 6 | 0 |
| Jun 2023 | $170.3M | $170.3M | $0 | 6 | 0 |
| Mar 2023 | $170.3M | $170.3M | $0 | 6 | 0 |
| Mar 2022 | $189.3M | $189.3M | $0 | 7 | 0 |
| Nov 2021 | $185.3M | $180.2M | $5M | 6 | 0 |
| Oct 2021 | $185.3M | $180.2M | $5M | 6 | 0 |
| Jul 2021 | $185.3M | $180.2M | $5M | 6 | 0 |
| Feb 2021 | $185.3M | $180.2M | $5M | 6 | 0 |
| Jan 2021 | $185.3M | $180.2M | $5M | 6 | 0 |
| Oct 2020 | $180.4M | $146.9M | $33.5M | 6 | 0 |
| Oct 2020 | $180.4M | $146.9M | $33.5M | 6 | 0 |
| Jul 2020 | $180.4M | $146.9M | $33.5M | 6 | 0 |
| Apr 2020 | $180.4M | $146.9M | $33.5M | 6 | 0 |
| Mar 2020 | $180.4M | $146.9M | $33.5M | 6 | 0 |
| Jan 2020 | $155.6M | $128.8M | $26.8M | 6 | 3 |
| Mar 2019 | $155.6M | $128.8M | $26.8M | 6 | 3 |
| Nov 2018 | $157.1M | $119.4M | $37.6M | 6 | 3 |
| Sep 2018 | $157.1M | $119.4M | $37.6M | 6 | 3 |
| Mar 2018 | $157.1M | $119.4M | $37.6M | 6 | 3 |
| Jan 2018 | $137.9M | $125.2M | $12.7M | 3 | 75 |
| Nov 2017 | $137.9M | $125.2M | $12.7M | 3 | 75 |
| Mar 2017 | $137.9M | $125.2M | $12.7M | 3 | 125 |
| Feb 2017 | $100.2M | $85.9M | $14.3M | 3 | 26 |
| Jan 2017 | $100.2M | $85.9M | $14.3M | 3 | 26 |
| Jan 2017 | $100.2M | $85.9M | $14.3M | 3 | 26 |
| Mar 2016 | $100.2M | $85.9M | $14.3M | 3 | 26 |
| Mar 2015 | $107.8M | $91.3M | $16.6M | 3 | 26 |
| Mar 2014 | $110.9M | $87.9M | $23M | 3 | 26 |
| Dec 2013 | $107.7M | $82.4M | $25.3M | 4 | 26 |
| Apr 2013 | $107.7M | $82.4M | $25.3M | 4 | 26 |
| Mar 2012 | $122.9M | $77.7M | $45.1M | 1 | 26 |
| Mar 2011 | $121.3M | $88.9M | $32.4M | 5 | -- |
| Mar 2011 | $121.3M | $88.9M | $32.4M | 5 | -- |
| Mar 2010 | $89.5M | $76M | $13.5M | 5 | -- |
| Mar 2009 | $76.6M | $66.5M | $10.1M | 5 | -- |
| Mar 2007 | $89.3M | $84M | $5.3M | 5 | -- |
| Mar 2004 | $56.5M | $53.8M | $2.6M | 5 | -- |
| Apr 2002 | $42.5M | $40.8M | $1.8M | 5 | -- |
DateMar 2025
Total AUM$218.4M
Discretionary$218.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2023
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$185.3M
Discretionary$180.2M
Non-Disc.$5M
Employees6
Clients0
DateOct 2021
Total AUM$185.3M
Discretionary$180.2M
Non-Disc.$5M
Employees6
Clients0
DateJul 2021
Total AUM$185.3M
Discretionary$180.2M
Non-Disc.$5M
Employees6
Clients0
DateFeb 2021
Total AUM$185.3M
Discretionary$180.2M
Non-Disc.$5M
Employees6
Clients0
DateJan 2021
Total AUM$185.3M
Discretionary$180.2M
Non-Disc.$5M
Employees6
Clients0
DateOct 2020
Total AUM$180.4M
Discretionary$146.9M
Non-Disc.$33.5M
Employees6
Clients0
DateOct 2020
Total AUM$180.4M
Discretionary$146.9M
Non-Disc.$33.5M
Employees6
Clients0
DateJul 2020
Total AUM$180.4M
Discretionary$146.9M
Non-Disc.$33.5M
Employees6
Clients0
DateApr 2020
Total AUM$180.4M
Discretionary$146.9M
Non-Disc.$33.5M
Employees6
Clients0
DateMar 2020
Total AUM$180.4M
Discretionary$146.9M
Non-Disc.$33.5M
Employees6
Clients0
DateJan 2020
Total AUM$155.6M
Discretionary$128.8M
Non-Disc.$26.8M
Employees6
Clients3
DateMar 2019
Total AUM$155.6M
Discretionary$128.8M
Non-Disc.$26.8M
Employees6
Clients3
DateNov 2018
Total AUM$157.1M
Discretionary$119.4M
Non-Disc.$37.6M
Employees6
Clients3
DateSep 2018
Total AUM$157.1M
Discretionary$119.4M
Non-Disc.$37.6M
Employees6
Clients3
DateMar 2018
Total AUM$157.1M
Discretionary$119.4M
Non-Disc.$37.6M
Employees6
Clients3
DateJan 2018
Total AUM$137.9M
Discretionary$125.2M
Non-Disc.$12.7M
Employees3
Clients75
DateNov 2017
Total AUM$137.9M
Discretionary$125.2M
Non-Disc.$12.7M
Employees3
Clients75
DateMar 2017
Total AUM$137.9M
Discretionary$125.2M
Non-Disc.$12.7M
Employees3
Clients125
DateFeb 2017
Total AUM$100.2M
Discretionary$85.9M
Non-Disc.$14.3M
Employees3
Clients26
DateJan 2017
Total AUM$100.2M
Discretionary$85.9M
Non-Disc.$14.3M
Employees3
Clients26
DateJan 2017
Total AUM$100.2M
Discretionary$85.9M
Non-Disc.$14.3M
Employees3
Clients26
DateMar 2016
Total AUM$100.2M
Discretionary$85.9M
Non-Disc.$14.3M
Employees3
Clients26
DateMar 2015
Total AUM$107.8M
Discretionary$91.3M
Non-Disc.$16.6M
Employees3
Clients26
DateMar 2014
Total AUM$110.9M
Discretionary$87.9M
Non-Disc.$23M
Employees3
Clients26
DateDec 2013
Total AUM$107.7M
Discretionary$82.4M
Non-Disc.$25.3M
Employees4
Clients26
DateApr 2013
Total AUM$107.7M
Discretionary$82.4M
Non-Disc.$25.3M
Employees4
Clients26
DateMar 2012
Total AUM$122.9M
Discretionary$77.7M
Non-Disc.$45.1M
Employees1
Clients26
DateMar 2011
Total AUM$121.3M
Discretionary$88.9M
Non-Disc.$32.4M
Employees5
Clients--
DateMar 2011
Total AUM$121.3M
Discretionary$88.9M
Non-Disc.$32.4M
Employees5
Clients--
DateMar 2010
Total AUM$89.5M
Discretionary$76M
Non-Disc.$13.5M
Employees5
Clients--
DateMar 2009
Total AUM$76.6M
Discretionary$66.5M
Non-Disc.$10.1M
Employees5
Clients--
DateMar 2007
Total AUM$89.3M
Discretionary$84M
Non-Disc.$5.3M
Employees5
Clients--
DateMar 2004
Total AUM$56.5M
Discretionary$53.8M
Non-Disc.$2.6M
Employees5
Clients--
DateApr 2002
Total AUM$42.5M
Discretionary$40.8M
Non-Disc.$1.8M
Employees5
Clients--