C
Cash Flow Technologies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Cash Flow Technologies provides discretionary portfolio management focused on covered option-selling strategies (covered calls and cash-covered puts) for institutional and pooled accounts, and it also offers project-based advisory work for individuals and organizations, including financial plan development, portfolio reviews, and retirement plan analysis. The firm’s brochure indicates it currently reports no assets under management and offers both ongoing management and one-time or hourly consulting engagements.
The firm’s investment process emphasizes fundamental analysis, asset allocation, and evaluation of mutual funds and ETFs, and it typically implements client strategies on a discretionary basis while allowing case-by-case investment restrictions. Cash Flow Technologies discloses it will not provide tax advice related to its option-selling activities and commonly recommends Interactive Brokers as a custodian for execution and reporting.
What distinguishes the firm from many peers is its explicit combination of institutional-style discretionary option-selling management with one-time and hourly client engagements—a fee and service mix that the firm notes was recently added and is less common among investment managers. The brochure also highlights that the firm is a recently formed, state-registered sole proprietorship with no managed AUM to date and asserts adherence to industry codes of ethics (CFA and CFP standards) though those claims are stated as unverified.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Fixed fees for specific one-time services, negotiated individually
$10,000 - $99,999: 1.80% annually $100,000 - $499,999: 1.56% annually $500,000 - $999,999: 1.44% annually $1,000,000 - $9,999,999: 1.20% annually $10,000,000+: 0.96% annually
One-time services charged on an hourly or fixed fee basis, fees negotiated case-by-case
Account minimum: $10,000 Fee-only: Annual management fees based on tiered percentage of AUM, plus negotiable one-time and/or hourly fees for specific services
Main office location
Cash Flow Technologies
44620 Valley Central Way Ste 1169
Lancaster CA 93536, United States
Number of offices
1
Most active in
Cash Flow Technologies has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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