CFS, LLC
Legal name: CARTOGRAPHER
CRD #118321 SEC #801-67969 OKLAHOMA CITY, OK 405-848-6999
SEC Registered Private Funds
Total AUM
$80.9M
Discretionary
$80.9M
Employees
4
Clients
--
Accounts
10
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 8, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUNCAN, SCOTT, R | I | PORTFOLIO MANAGER | NA | Control |
| DUNCAN, SCOTT, R | I | PORTFOLIO MANAGER | NA | Control |
| DUNCAN, SCOTT, R | I | PORTFOLIO MANAGER | NA | Control |
| DUNCAN, SCOTT, R | I | PORTFOLIO MANAGER | NA | Control |
| DUNCAN, SCOTT, R | I | SENIOR V.P. OF ADVANCED PLANNING | NA | Control |
| DUNCAN, SCOTT, R | I | SENIOR V.P. OF ADVANCED PLANNING | NA | Control |
| DUNCAN, SCOTT, R | I | SENIOR V.P. OF ADVANCED PLANNING | NA | Control |
| DUNCAN, SCOTT, R | I | PORTFOLIO MANAGER | NA | Control |
| DUNCAN, SCOTT, R | I | PORTFOLIO MANAGER | NA | Control |
| DUNCAN, SCOTT, R | I | SENIOR V.P. OF ADVANCED PLANNING | NA | Control |
| DUNCAN, SCOTT, R | I | PORTFOLIO MANAGER | NA | Control |
| DUNCAN, SCOTT, R | I | SENIOR V.P. OF ADVANCED PLANNING | NA | Control |
| DUNCAN, SCOTT, ROBERT | I | SENIOR VICE-PRESIDENT OF ADVANCED PLANNING | NA | Control |
| HARTMAN, STEPHEN, RON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HARTMAN, STEPHEN, RON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HARTMAN, STEPHEN, RON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HARTMAN, STEPHEN, RON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KUHLMAN, JONATHAN, N | I | CHIEF OPERATING OFFICER | NA | Control |
| KUHLMAN, JONATHAN, NICHOLAS | I | CHIEF OPERATING OFFICER | NA | Control |
| KUHLMAN, JONATHAN, NICHOLAS | I | CHIEF OPERATING OFFICER | NA | Control |
| KUHLMAN, JONATHAN, NICHOLAS | I | CHIEF OPERATING OFFICER | NA | Control |
| KUHLMAN, JONATHAN, NICHOLAS | I | CHIEF OPERATING OFFICER | NA | Control |
| KUHLMAN, JONATHAN, NICHOLAS | I | CHIEF OPERATING OFFICER | NA | Control |
| KUHLMAN, JONATHAN, NICHOLAS | I | CHIEF OPERATING OFFICER | NA | Control |
| KUHLMAN, JONATHAN, NICHOLAS | I | CHIEF OPERATING OFFICER | NA | Control |
| LOPEZ, RAQUEL, RENFRO | I | VICE PRESIDENT INVESTOR RELATIONS | NA | Control |
| RENFRO, RAQUEL, MARIE | I | VICE PRESIDENT INVESTOR RELATIONS | NA | Control |
| RENFRO, RAQUEL, MARIE | I | VICE PRESIDENT INVESTOR RELATIONS | NA | |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
| DUNCAN, SCOTT, R | I | MEMBER/MANAGER | D | Control |
| DUNCAN, SCOTT, R | I | PRESIDENT | D | Control |
| DUNCAN, SCOTT, R | I | PRESIDENT | D | Control |
| DUNCAN, SCOTT, R | I | MEMBER/MANAGER | D | Control |
| HARTMAN, STEPHEN, RON | I | MEMBER/MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| HARTMAN, STEPHEN, RON | I | MEMBER/MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| HARTMAN, STEPHEN, RON | I | MEMBER/MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| HARTMAN, STEPHEN, RON | I | MEMBER/MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| HARTMAN, STEPHEN, RON | I | MEMBER/MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| HARTMAN, STEPHEN, RON | I | MEMBER/MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| HARTMAN, STEPHEN, RON | I | MEMBER/MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| HARTMAN, STEPHEN, RON | I | MEMBER/MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| HARTMAN, STEPHEN, RON | I | MEMBER/MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| HARTMAN, STEPHEN, RON | I | MEMBER/MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER | C | Control |
| SHAFER, STEPHEN, EDWARD | I | VICE PRESIDENT | C | Control |
| SHAFER, STEPHEN, EDWARD | I | VICE PRESIDENT | C | Control |
| SHAFER, STEPHEN, EDWARD | I | MEMBER/MANAGER | C | Control |
Registrations
Federal
IA
Aug 8, 2016 REGISTERED
Notice Filings (6)
CO FL GA KS OK TX
Address
210 PARK AVENUESUITE 3000
OKLAHOMA CITY, OK 73102
United States
Phone: 405-848-6999