CRF FINANCIAL GROUP
CRD #127388 SEC #801-72062 INDIANAPOLIS, IN 317-844-8077
SEC Registered Disclosures
Total AUM
$279.5M
Discretionary
$0
Employees
1
Clients
--
Accounts
37
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $279.5M | $0 | $279.5M | 1 | 37 |
| Feb 2023 | $283.6M | $0 | $283.6M | 1 | 0 |
| Mar 2022 | $289.3M | $0 | $289.3M | 1 | 0 |
| Jan 2021 | $237.8M | $0 | $237.8M | 1 | 0 |
| Aug 2020 | $123.8M | $0 | $123.8M | 1 | 0 |
| Mar 2020 | $95M | $0 | $95M | 1 | 0 |
| Jan 2019 | $115M | $0 | $115M | 1 | 55 |
| Jan 2019 | $115M | $0 | $115M | 1 | 55 |
| Jan 2018 | $115M | $0 | $115M | 1 | 55 |
| Nov 2017 | $150M | $0 | $150M | 1 | 55 |
| Sep 2017 | $150M | $0 | $150M | 1 | 26 |
| Sep 2017 | $150M | $0 | $150M | 1 | 26 |
| Sep 2017 | $150M | $0 | $150M | 1 | 26 |
| Sep 2017 | $150M | $0 | $150M | 1 | 26 |
| Jun 2017 | $150M | $0 | $150M | 1 | 26 |
| May 2017 | $150M | $0 | $150M | 1 | 26 |
| Apr 2017 | $150M | $0 | $150M | 1 | 26 |
| Feb 2016 | $257M | $0 | $257M | 1 | 26 |
| Jan 2015 | $300M | $0 | $300M | 1 | 11 |
| Jan 2014 | $300M | $0 | $300M | 1 | 11 |
| Feb 2013 | $330M | $0 | $330M | 1 | 11 |
| Jan 2012 | $356M | $0 | $356M | 1 | 11 |
| Feb 2011 | $54M | $0 | $54M | 5 | -- |
| Jan 2011 | $54M | $0 | $54M | 5 | -- |
| Dec 2010 | $54M | $0 | $54M | 5 | -- |
DateJan 2024
Total AUM$279.5M
Discretionary$0
Non-Disc.$279.5M
Employees1
Clients37
DateFeb 2023
Total AUM$283.6M
Discretionary$0
Non-Disc.$283.6M
Employees1
Clients0
DateMar 2022
Total AUM$289.3M
Discretionary$0
Non-Disc.$289.3M
Employees1
Clients0
DateJan 2021
Total AUM$237.8M
Discretionary$0
Non-Disc.$237.8M
Employees1
Clients0
DateAug 2020
Total AUM$123.8M
Discretionary$0
Non-Disc.$123.8M
Employees1
Clients0
DateMar 2020
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees1
Clients0
DateJan 2019
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees1
Clients55
DateJan 2019
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees1
Clients55
DateJan 2018
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees1
Clients55
DateNov 2017
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees1
Clients55
DateSep 2017
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees1
Clients26
DateSep 2017
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees1
Clients26
DateSep 2017
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees1
Clients26
DateSep 2017
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees1
Clients26
DateJun 2017
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees1
Clients26
DateMay 2017
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees1
Clients26
DateApr 2017
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees1
Clients26
DateFeb 2016
Total AUM$257M
Discretionary$0
Non-Disc.$257M
Employees1
Clients26
DateJan 2015
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees1
Clients11
DateJan 2014
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees1
Clients11
DateFeb 2013
Total AUM$330M
Discretionary$0
Non-Disc.$330M
Employees1
Clients11
DateJan 2012
Total AUM$356M
Discretionary$0
Non-Disc.$356M
Employees1
Clients11
DateFeb 2011
Total AUM$54M
Discretionary$0
Non-Disc.$54M
Employees5
Clients--
DateJan 2011
Total AUM$54M
Discretionary$0
Non-Disc.$54M
Employees5
Clients--
DateDec 2010
Total AUM$54M
Discretionary$0
Non-Disc.$54M
Employees5
Clients--