CFD Companies Reports Significant Growth of $300M in AUA, Strengthens Ties with Kingdom Advisors

CFD Companies Reports Significant Growth of $300M in AUA

Introduction
CFD Companies, a well-established independent Broker/Dealer and Registered Investment Advisor (RIA), is experiencing notable momentum in the financial services sector. As articulated in their recent announcement, the firm successfully attracted an impressive additional $300 million in assets under advisement (AUA) during the second and third quarters of 2024. This remarkable achievement can be attributed to the transition of multiple financial professionals from competing firms to CFD Companies.

A Path of Growth and Innovation
Brent Owens, the President of CFD Companies, expressed enthusiasm regarding their ongoing trajectory. He stated, “We are excited to continue our journey of growth and innovation.” The firm has reported record levels across various performance metrics, including gross revenue and AUA. They attribute this growth to a steadfast commitment to personalized services characterized by transparency, equity, and excellence aligned with their faith-based mission.

The Value of Partnership
As part of its strategic growth initiative, CFD announced a deeper partnership with Kingdom Advisors for the upcoming year. This organization represents the largest network of independent Christian financial advisors. Notably, CFD will serve as a Platinum Sponsor for the 2025 Kingdom Advisors' Redeeming Money Conference, during which they will play host to the renowned financial speaker and former Olympian, Paul Kingsman.

Owens emphasized the synergy that comes from this annual event, which not only fosters growth but also aligns with their mission to provide unbeatable service. “Our partnership aligns perfectly with our commitment to providing unrivaled service that honors God through excellence,” he noted. This sentiment reflects the company’s dedication to cultivating robust relationships with independent financial advisors and their clients.

CFD Companies: A Closer Look
CFD Companies operates on a foundational belief that financial professionals should have the freedom to design personalized planning and investment strategies. Their model signifies that the Broker/Dealer and RIA must act not merely as service providers but as a partner resource, enabling adviser-client relationships built on trust, innovative support, and mutual growth.

While many firms confine themselves to traditional strategies, CFD Companies prides itself on commitment. This dedication not only enhances client experiences but also guarantees a supportive environment that encourages advisors to flourish.

To flourish in today’s complex market, financial advisors are increasingly recognizing the immense value in partnering with institutions that prioritize both ethical standards and professional autonomy. CFD’s adherence to these principles sets them apart in a competitive landscape.

Looking Ahead
As CFD Companies continues to grow, their focus will remain on nurturing relationships rooted in faith and commitment to excellence. The forthcoming partnership with Kingdom Advisors reflects their ongoing endeavor to innovate while maintaining the core values that have fostered their growth over the years. With significant assets under advisement and a clear strategic direction, CFG Companies is well-positioned for future success in the financial services industry.

To learn more about CFD Companies and their vision for your financial future, potential clients and advisors are encouraged to visit CFD's official website.

Conclusion
In summary, CFD Companies is on a trajectory of growth marked not only by expanding assets under advisement but also by strengthening partnerships that are aligned with their core values. As they look toward 2025 with optimism, their commitment to transparency and client success will remain at the forefront of their operations.