CRF Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$279,481,430
This total excludes 37 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Investment Manager
May not manage individual clients
Clients per advisor
0
Average account size
—
About
CRF Financial Group manages the HoosierFund, a local government investment pool whose participants are limited to Indiana state, local and quasi‑governmental entities. The firm provides portfolio management on a non‑discretionary basis and also delivers administrative, transfer agency and fund accounting services for the fund.
Investments are constrained by Indiana Code 5‑13 and emphasize short‑term, high‑quality fixed‑income instruments (U.S. Treasury and Agency securities, repurchase agreements, bank deposits and certificates of deposit) with the objective of preserving capital, providing current income, maintaining a $1.00 net asset value and daily liquidity. CRF contracts with US Bank for custody, fund accounting and transfer agency and uses fundamental and technical analysis and routine monitoring to manage credit, interest‑rate and liquidity risks.
The firm is registered as a municipal advisor, an affiliation that is uncommon among investment managers and which the brochure states does not generate commissions or additional compensation. CRF also highlights that it primarily manages non‑discretionary assets and has made recent amendments to its Form ADV; it is deemed to have custody of fund assets while engaging an independent auditor and US Bank for custodial and reporting services.
Client services
Portfolio management
Expertise
General retirement planning
Occupation focus
Government Employee
Fee options
0.50% annually (maximum management fee)
Main office location
CRF Financial Group
9247 N. Meridian St., Suite 125
Indianapolis IN 46260, United States
Number of offices
1
Most active in
CRF Financial Group has reported serving >5 clients in these states in the last 12 months.
Indiana
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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