Cdfinancial

Overview

Cdfinancial is a state registered investment adviser based in San Juan Capistrano, CA, registered since 2016. It reports $99.7M in assets under management across 253 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$99.7M

Discretionary

100%

Accounts

253

Average account

$394K

Employees

1

Advisory reps

1

Registered since

2016

Jurisdictions

4

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Charles Jude Dzama Managing Member CRD 5648374

Advisory reps 1 of 1

• Charles Jude Dzama Insurance Agent · Investment Adviser Rep CRD 5648374

Location

Headquarters

30270 Rancho Viejo Rd Ste D
San Juan Capistrano, CA 92675

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• State registered
• Registered in 4 jurisdictions
• Website: cdfinancial.org

Every state, with registration dates

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