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Comprehensive Financial Consultants Institutional, Inc.
Comprehensive Financial Consultants Institutional, Inc. is a registered investment adviser based in Bloomington, Indiana. Founded to serve institutional and individual clients, the firm provides comprehensive financial planning, wealth management, and retirement solutions. With a team of approximately 18 investment professionals, they are dedicated to delivering strategic, client-centered financial guidance focused on long-term relationships and tailored solutions for investors, families, and small businesses.
Investment Strategy
The firm offers independent, personalized financial planning and investment management services designed to align with each client’s unique goals, risk tolerance, and life stage. Their approach focuses on creating and monitoring strategic wealth-building plans, prioritizing retirement income strategies, risk management, tax-efficient investing, and portfolio diversification. By building close advisory relationships and reevaluating as clients' circumstances change, they seek to provide strategic, flexible advice throughout clients' financial journeys.
Latest 13F Filing Activity
Comprehensive Financial Consultants Institutional, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 176 equity positions with a total 13F market value of $323M. The fund increased holdings in First TR Exchng Traded FD VI, Abbvie Inc., Ishares TR among other positions. Comprehensive Financial Consultants Institutional, Inc. reduced exposure to First TR Exchng Traded FD VI, Ishares TR, Intercontinental Exchange in among others.
Top Holdings
Equity Positions (176)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 2.78% | $9.0M | 28,460 | $153.33 | $315.43 | +$454.7K |
Q QQQ | INVESCO QQQ TR | 2.59% | $8.4M | 13,943 | $403.11 | $600.37 | +$1.0M |
A AAPL | APPLE INC | 2.37% | $7.6M | 30,037 | $147.92 | $254.63 | +$1.5M |
M MSFT | MICROSOFT CORP | 2.33% | $7.5M | 14,537 | $326.64 | $517.95 | +$228.0K |
A AVGO | BROADCOM INC | 2.13% | $6.9M | 20,861 | $77.83 | $329.91 | +$217.0K |
Industry Allocation
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