CFC Planning Co. LLC
CFC Planning Co LLC is a U.S.-based registered investment adviser headquartered in Cicero, Indiana. The firm offers comprehensive financial planning and wealth management services, including retirement income strategies, asset management, tax-efficient strategies, annuities, and insurance, serving individuals and families approaching or in retirement. CFC Planning Co LLC appears to have been founded in or after 2021 and files regular 13F reports with the SEC. The team size is not publicly disclosed but is likely to be small, consistent with boutique advisory practices.
Investment Strategy
CFC Planning Co LLC employs an independent, client-centric approach to investment and wealth management, developing custom financial strategies for each client. Their investment philosophy includes diversification across asset classes, tax-efficient investing, and long-term planning with services tailored to pre-retirees, retirees, and high-net-worth individuals. Their offering extends to annuities, insurance, IRA rollovers, and asset protection, with a focus on aligning financial strategies with clients' retirement and legacy goals.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.98% | $6.3M | 30,895 | $242.67 | $205.17 | +$345.7K |
C CSCO | CISCO SYS INC | 5.63% | $6.0M | 85,935 | $63.56 | $69.38 | +$2.9M |
D DIS | DISNEY WALT CO | 5.36% | $5.7M | 45,793 | $110.71 | $124.01 | +$1.4M |
A AXP | AMERICAN EXPRESS CO | 5.21% | $5.5M | 17,319 | $297.25 | $318.98 | +$1.4M |
N NKE | NIKE INC | 4.73% | $5.0M | 70,551 | $73.43 | $71.04 | +$1.1M |
Options Positions (7)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $2.0M | 33 | $617.85 | $566.48 | +4 | +$416.7K |
N NVDA | NVIDIA CORPORATION | — | Put | $79.0K | 5 | $157.99 | $108.38 | 0 | +$24.8K |
M META | META PLATFORMS INC | — | Put | $73.8K | 1 | $738.09 | $576.36 | 0 | +$16.2K |
G GOOGL | ALPHABET INC | — | Put | $71.0K | 4 | $176.23 | $154.64 | 0 | +$9.1K |
A AMZN | AMAZON COM INC | — | Put | $65.8K | 3 | $219.39 | $190.26 | 0 | +$8.7K |