CEF ADVISORS

CLOSED-END FUND ADVISORS INC.

CRD 115562 · SEC 801-113697

Visit website

CA, United States

Phone

804-288-2482

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$186.3M

Discretionary AUM

$112.5M

Team

6 total employees; 2 advisory reps

Clients

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Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees

Org form

Corporation

Filing date

2026-04-29

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Publication of periodicalsSecurity ratingsHOURLY/RETAINER RESEARCH CONSULTING

Client types

Type	Clients	AUM
Individuals	43	$11.3M
High net worth individuals	50	$102.0M
Investment companies	1	$73.0M

States served

CA, GA, LA, MI, NY, NC, VA, TX

All web addresses on file

HTTP://CEFDATA.COM/
HTTPS://WWW.FACEBOOK.COM/CEFADVISORS
https://x.com/CEFADVISORS
HTTPS://WWW.LINKEDIN.COM/COMPANY/CLOSED-END-FUND-ADVISORS/

Official SEC filing: View on IAPD