COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
Legal name: CFCI
CRD #128257 SEC #801-62834 BLOOMINGTON, IN 812-334-3190
SEC Registered
Total AUM
$515.1M
Discretionary
$515.1M
Employees
20
Clients
--
Accounts
2,612
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $515.1M | $515.1M | $0 | 20 | 0 |
| Aug 2025 | $515.1M | $515.1M | $0 | 20 | 0 |
| Feb 2025 | $515.1M | $515.1M | $0 | 20 | 0 |
| Oct 2024 | $432.4M | $432.4M | $0 | 20 | 6 |
| Apr 2024 | $432.4M | $432.4M | $0 | 20 | 6 |
| Apr 2024 | $432.4M | $432.4M | $0 | 20 | 6 |
| Feb 2024 | $432.4M | $432.4M | $0 | 20 | 6 |
| Oct 2023 | $380.7M | $380.7M | $0 | 20 | 6 |
| Apr 2023 | $380.7M | $380.7M | $0 | 20 | 6 |
| Feb 2023 | $380.7M | $380.7M | $0 | 20 | 6 |
| Nov 2022 | $370.5M | $370.5M | $0 | 18 | 7 |
| Aug 2022 | $370.5M | $370.5M | $0 | 18 | 7 |
| Jul 2022 | $370.5M | $370.5M | $0 | 18 | 7 |
| Mar 2022 | $370.5M | $370.5M | $0 | 18 | 7 |
| Nov 2021 | $270.9M | $270.9M | $0 | 14 | 0 |
| Jul 2021 | $270.9M | $270.9M | $0 | 14 | 0 |
| Apr 2021 | $270.9M | $270.9M | $0 | 14 | 0 |
| Feb 2021 | $270.9M | $270.9M | $0 | 14 | 0 |
| May 2020 | $231.2M | $231.2M | $0 | 14 | 0 |
| Apr 2020 | $231.2M | $231.2M | $0 | 14 | 0 |
| Jan 2020 | $231.2M | $231.2M | $0 | 14 | 0 |
| Jul 2019 | $184.8M | $184.8M | $0 | 14 | 0 |
| Feb 2019 | $184.8M | $184.8M | $0 | 14 | 0 |
| Oct 2018 | $177.2M | $177.2M | $0 | 8 | 0 |
| Jan 2018 | $177.2M | $177.2M | $0 | 8 | 0 |
| Jan 2017 | $148M | $147.2M | $783.2K | 8 | 423 |
| Oct 2016 | $123M | $123M | $0 | 8 | 296 |
| Jan 2016 | $123M | $123M | $0 | 8 | 296 |
| Sep 2015 | $127.4M | $120.3M | $7.1M | 8 | 334 |
| Feb 2015 | $127.4M | $120.3M | $7.1M | 8 | 334 |
| Aug 2014 | $118.2M | $106.9M | $11.2M | 8 | 329 |
| Jan 2014 | $118.2M | $106.9M | $11.2M | 8 | 329 |
| Jun 2013 | $110.2M | $98.4M | $11.8M | 6 | 300 |
| Jan 2013 | $113.4M | $105.3M | $8.1M | 7 | 300 |
| Mar 2012 | $91.4M | $83.6M | $7.7M | 6 | 300 |
| Mar 2012 | $91.4M | $83.6M | $7.7M | 6 | 300 |
| Apr 2011 | $68.9M | $68.8M | $119.6K | 10 | -- |
| Mar 2011 | $68.9M | $68.8M | $119.6K | 10 | -- |
| Sep 2010 | $59.9M | $54.1M | $5.7M | 10 | -- |
| Mar 2010 | $59.9M | $54.1M | $5.7M | 10 | -- |
| Oct 2009 | $51.5M | $45.7M | $5.8M | 10 | -- |
| Sep 2009 | $51.5M | $45.7M | $5.8M | 10 | -- |
| Jan 2008 | $64.5M | $56.2M | $8.4M | 10 | -- |
| Dec 2007 | $57.1M | $49.4M | $7.8M | 10 | -- |
| Mar 2007 | $57.1M | $49.4M | $7.8M | 10 | -- |
| Feb 2006 | $42.6M | $36.9M | $5.7M | 10 | -- |
| Mar 2004 | $46.1M | $46.1M | $0 | 5 | -- |
DateOct 2025
Total AUM$515.1M
Discretionary$515.1M
Non-Disc.$0
Employees20
Clients0
DateAug 2025
Total AUM$515.1M
Discretionary$515.1M
Non-Disc.$0
Employees20
Clients0
DateFeb 2025
Total AUM$515.1M
Discretionary$515.1M
Non-Disc.$0
Employees20
Clients0
DateOct 2024
Total AUM$432.4M
Discretionary$432.4M
Non-Disc.$0
Employees20
Clients6
DateApr 2024
Total AUM$432.4M
Discretionary$432.4M
Non-Disc.$0
Employees20
Clients6
DateApr 2024
Total AUM$432.4M
Discretionary$432.4M
Non-Disc.$0
Employees20
Clients6
DateFeb 2024
Total AUM$432.4M
Discretionary$432.4M
Non-Disc.$0
Employees20
Clients6
DateOct 2023
Total AUM$380.7M
Discretionary$380.7M
Non-Disc.$0
Employees20
Clients6
DateApr 2023
Total AUM$380.7M
Discretionary$380.7M
Non-Disc.$0
Employees20
Clients6
DateFeb 2023
Total AUM$380.7M
Discretionary$380.7M
Non-Disc.$0
Employees20
Clients6
DateNov 2022
Total AUM$370.5M
Discretionary$370.5M
Non-Disc.$0
Employees18
Clients7
DateAug 2022
Total AUM$370.5M
Discretionary$370.5M
Non-Disc.$0
Employees18
Clients7
DateJul 2022
Total AUM$370.5M
Discretionary$370.5M
Non-Disc.$0
Employees18
Clients7
DateMar 2022
Total AUM$370.5M
Discretionary$370.5M
Non-Disc.$0
Employees18
Clients7
DateNov 2021
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees14
Clients0
DateJul 2021
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees14
Clients0
DateApr 2021
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees14
Clients0
DateFeb 2021
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees14
Clients0
DateMay 2020
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees14
Clients0
DateApr 2020
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees14
Clients0
DateJan 2020
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees14
Clients0
DateJul 2019
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees14
Clients0
DateFeb 2019
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees14
Clients0
DateOct 2018
Total AUM$177.2M
Discretionary$177.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2018
Total AUM$177.2M
Discretionary$177.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2017
Total AUM$148M
Discretionary$147.2M
Non-Disc.$783.2K
Employees8
Clients423
DateOct 2016
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees8
Clients296
DateJan 2016
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees8
Clients296
DateSep 2015
Total AUM$127.4M
Discretionary$120.3M
Non-Disc.$7.1M
Employees8
Clients334
DateFeb 2015
Total AUM$127.4M
Discretionary$120.3M
Non-Disc.$7.1M
Employees8
Clients334
DateAug 2014
Total AUM$118.2M
Discretionary$106.9M
Non-Disc.$11.2M
Employees8
Clients329
DateJan 2014
Total AUM$118.2M
Discretionary$106.9M
Non-Disc.$11.2M
Employees8
Clients329
DateJun 2013
Total AUM$110.2M
Discretionary$98.4M
Non-Disc.$11.8M
Employees6
Clients300
DateJan 2013
Total AUM$113.4M
Discretionary$105.3M
Non-Disc.$8.1M
Employees7
Clients300
DateMar 2012
Total AUM$91.4M
Discretionary$83.6M
Non-Disc.$7.7M
Employees6
Clients300
DateMar 2012
Total AUM$91.4M
Discretionary$83.6M
Non-Disc.$7.7M
Employees6
Clients300
DateApr 2011
Total AUM$68.9M
Discretionary$68.8M
Non-Disc.$119.6K
Employees10
Clients--
DateMar 2011
Total AUM$68.9M
Discretionary$68.8M
Non-Disc.$119.6K
Employees10
Clients--
DateSep 2010
Total AUM$59.9M
Discretionary$54.1M
Non-Disc.$5.7M
Employees10
Clients--
DateMar 2010
Total AUM$59.9M
Discretionary$54.1M
Non-Disc.$5.7M
Employees10
Clients--
DateOct 2009
Total AUM$51.5M
Discretionary$45.7M
Non-Disc.$5.8M
Employees10
Clients--
DateSep 2009
Total AUM$51.5M
Discretionary$45.7M
Non-Disc.$5.8M
Employees10
Clients--
DateJan 2008
Total AUM$64.5M
Discretionary$56.2M
Non-Disc.$8.4M
Employees10
Clients--
DateDec 2007
Total AUM$57.1M
Discretionary$49.4M
Non-Disc.$7.8M
Employees10
Clients--
DateMar 2007
Total AUM$57.1M
Discretionary$49.4M
Non-Disc.$7.8M
Employees10
Clients--
DateFeb 2006
Total AUM$42.6M
Discretionary$36.9M
Non-Disc.$5.7M
Employees10
Clients--
DateMar 2004
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees5
Clients--