Crf Financial Group (Indianapolis)

Name: Crf Financial Group
Address: 9247 N. Meridian St., Indianapolis, IN, 46260
Telephone: 317-844-8077

Crf Financial Group is a mid-sized advisory firm based in Indianapolis. It manages $115 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Indiana.

Crf Financial Group provides portfolio management for municipal entities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as local government investment pools & gic's.

Crf Financial Group: assets under management

The assets under management (AUM) of Crf Financial Group is $115 million. The company doesn't manage any assets belonging to foreign clients.

Crf Financial Group has custody of $150 million in cash and securities for 55 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in cash and cash equivalents the most. They account for 80% of the total AUM. The second-largest asset type is government bonds, which make up 20% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Crf Financial Group for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Crf Financial Group serves?

The only and largest group of clients of Crf Financial Group is state or municipal government entities with 51 clients and $115 million of assets under management. Among the 10 most similar advisory firms, Crf Financial Group has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $115 million for 51 clients. None of the firm’s clients are foreign persons or businesses.

Crf Financial Group doesn't advise any private funds.

Careers at Crf Financial Group

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Curt Robert Fritsch	President & chief compliance officer	1 Sep 2003	75% - 100%	1302771

Based in Indianapolis

The principal office where Crf Financial Group performs its advisory services is located at 9247 N. Meridian St., Indianapolis, IN 46260, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-844-8077 or by fax 317-844-9752. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at hoosierfund.com.