Crf Financial Group
- Regulatory AUM
- $279M
- Discretionary
- $0
- Clients
- 37
- Avg AUM / client
- $7.6M
- Accounts
- 37
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 18, 2024
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 37 | $279M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Curt Robert Fritsch | President & Chief Compliance Officer | Sep 2003 (23y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/18/2024 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: FAILURE TO RENEW REGISTRATION Status: Final Sanction Detail: AGREED TO A CONSENT AGREEMENT FOR FAILURE TO RENEW REGISTRATION WHEN DUE. FINE OF $1,500.00 WAS PAID 7/17/09 Summary: AGREED TO A CONSENT AGREEMENT FOR FAILURE TO RENEW REGISTRATION WHEN DUE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 18, 2024.
View current Form ADV (SEC/IAPD) ↗