CFO4LIFE L.P. Overview

Cfo4life L.p. is an investment advisor that manages 419.6 MM dollars in regulatory AUM and has 12 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 430MM in positions, representing 102% of the manager's regulatory AUM.

CFO4LIFE L.P. StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CFO4LIFE L.P. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UPS 13.43% Industrials 17.07% 1.35% 0 20%
VOO 10.85% ETF 8.92% -0.01% 0 13%
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CFO4LIFE L.P. Founders and Key Employees

Name Title In Position Since
Levi G. Mc Mellian Ceo/Partner January-2007
Brian M. Chastain Executive Director & Partner July-2013
Kevin S. Woodard Chief Compliance Officer October-2014

CFO4LIFE L.P. Brokers, Custodians, Auditors and Administrators

Type Company

CFO4LIFE L.P. Investment Strategy

Item 8 for detailed information on our method of analysis and tbe risks involved with these types of securities.

Wrap Prom·am
'1Vhen appropriate, CF04Lifo may allocate certain client assets to third-party managers, and
specifically Abner Herrman and Brock, who is accessed through Envestnet Asset Management,
Inc.'s Wrap-Fee Program. Under these circumstances, clients will be assessed an all in one
"wrap-fee" by Envestnet for custody, brokerage, investment management and performance
reporting services, rather than individual trading and other costs. CF04Life will provide clients a copy of Envestnet's Wrap-Fee Program Brochure prior to or concurrently with any
asset allocations through the Envestnet platform.

Advisory Services to Retirement Plans
CF04Life offers non-discretionaryadvisory services to 401K Plans, which may include,
depending on the needs of the 401k Plan client, recommending investment. options for plans to
offer ...
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CFO4LIFE L.P. Portfolio Concentration

CFO4LIFE L.P. Location


CFO4LIFE L.P. Contact Information

Phone Number: 214-637-9500
Fax Number: 214-637-9595



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