Cafg Wealth Management, Inc.

CAFG Wealth Management, Inc. dba CAFG Private Wealth is an Illinois corporation founded in 2005, registered with the SEC since January 2013. The firm offers discretionary and non-discretionary portfolio management services tailored to individual client needs, goals, and risk tolerance. Clients can impose reasonable restrictions on investments, and CAFG provides ongoing monitoring and adjustments to portfolios. The firm sponsors a wrap fee program through Schwab Advisor Services, charging a tiered annual advisory fee based on assets under management. Additionally, CAFG offers Comprehensive Wealth Management Service with financial planning components. The firm may recommend various investment options, including funds, individualized securities, and variable annuities. CAFG utilizes fundamental, technical, quantitative, and qualitative analysis methods, and may engage in long-term purchases, short-term purchases, margin transactions, and option writing. CAFG does not charge performance-based fees or engage in side-by-side management. The firm maintains a business relationship with Advisor OS, LLC, for operational support and third-party manager oversight. CAFG's Code of Ethics ensures high ethical standards, and the firm reviews accounts regularly, providing clients with performance reports and ongoing communication. CAFG does not receive compensation for client referrals and has no disciplinary events to report. The firm participates in Schwab's institutional advisor program, offering benefits such as research tools and trading services. CAFG aggregates trades when advantageous and allocates investments fairly among clients. The firm's brokerage practices prioritize best execution and client interests.