CFC PLANNING COMPANY, LLC
Legal name: COMPREHENSIVE FINANCIAL CONSULTANTS
CRD #310603 SEC #801-131561 CICERO, IN 317-984-7693
SEC Registered
Total AUM
$140M
Discretionary
$137.6M
Employees
7
Clients
1
Accounts
904
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCGILL, DAVID, EARL | I | PRESIDENT | NA | Control |
| MCGILL, DAVID, EARL | I | PRESIDENT | NA | Control |
| MCGILL, DAVID, EARL | I | PRESIDENT | NA | Control |
| McGill, Christian, David | I | CCO | NA | Control |
| McGill, Christian, David | I | CCO | NA | Control |
| McGill, Christian, David | I | CCO | NA | Control |
| McGill, Christian, David | I | CCO | NA | Control |
| CFC PLANNING COMPANY TRUST | DE | MANAGING MEMBER | E | Control |
| CFC PLANNING COMPANY TRUST | DE | MANAGING MEMBER | E | Control |
| CFC PLANNING COMPANY TRUST | DE | MANAGING MEMBER | E | Control |
| MCGILL, DAVID, EARL | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Oct 21, 2025 REGISTERED
Notice Filings (2)
IN TX
Address
7800 EAST 236TH STREETCICERO, IN 46034
United States
Phone: 317-984-7693