Company Information

Get to know Capital Formation Counselors, Inc.

Founded in 1983, Capital Formation Counselors, Inc. (CFC) is an independent investment advisory firm that acts as a fiduciary for company-sponsored retirement plans, including 401(k), 403(b), and pension plans. The company's mission is to provide objective investment guidance and comprehensive plan consulting to help employers manage their fiduciary responsibilities and to assist employees in achieving their retirement goals. CFC offers services such as investment selection and monitoring, fee benchmarking, fiduciary governance, and employee education.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Capital Formation Counselors, Inc.

United States

Founded in

1961 (65 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.