CCF Advisors LLC

Updated today

Find your advisor

Client assets under management

$13,816,000

Clients

7% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$255,852

About

CCF Advisors, LLC provides investment supervisory services and financial planning to individuals, high-net-worth individuals, and business owners. The firm offers portfolio management, selection of third‑party money managers, and financial planning services including a fixed‑fee personal financial statement.

CCF develops client-specific Investment Policy Statements and uses fundamental, technical, and cyclical analysis with both long‑ and short‑term trading strategies; accounts are reviewed at least annually and clients receive custodial account reporting. A majority of the firm’s assets are managed on a non‑discretionary basis (approximately $10.18 million non‑discretionary versus $3.63 million discretionary), and the firm typically requires clients to use its recommended custodian for trade execution.

Distinctive features include the principals’ registration with a broker‑dealer and licensing as insurance agents, and the firm’s disclosed practice of accepting commissions and fee‑sharing from third‑party managers, which the brochure identifies as potential conflicts of interest. CCF also typically delivers a one‑time financial plan with additional plans or reports available for a fee, rather than ongoing plan reporting by default.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Real estate investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Personal financial statement fee of $1,750 (negotiable)

Percentage

1.25% annually

Commissions

Commissions from sale of securities through registered representative activities

Project-based

$500 per hour

Other

Account minimum: $25,000

Main office location

CCF Advisors LLC

21851 Center Ridge Road Suite 404

Rocky River OH 44116, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 440-253-2077

Advisors at this firm

Kevin A

Series 63, Series 65

Rocky River, OH

CCF Advisors LLC

Kevin Angney is a financial advisor at CCF Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services Inc since 2006. In addition to his advisory role, he is involved in selling fixed life, health, and annuity products and participates in college funding planning marketed through Cleveland College Fund. CCF Advisors serves individuals, high-net-worth individuals, and business owners by providing investment supervisory services, third-party money manager selection, and financial planning. The firm manages portfolios using fundamental, technical, and cyclical analysis with both long- and short-term strategies, offering discretionary and non-discretionary account management.

Wealth management Real estate investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Robert S

Series 63, Series 65

Rocky River, OH

CCF Advisors LLC

Robert Stewart is a financial advisor at CCF Advisors LLC in Rocky River, OH, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fortune Financial Services Inc since 2006. Outside of his advisory role, he is involved in college funding planning and operates an independent fixed insurance business. CCF Advisors serves individuals, high-net-worth clients, and business owners by providing investment supervisory services, third-party money manager selection, and financial planning. The firm employs fundamental, technical, and cyclical analysis, managing portfolios across various securities with both discretionary and non-discretionary approaches.

Wealth management Real estate investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support