Fee-only adviser · Ogden, UT
Cash Flow Investment Services LLC
Cash Flow Investment Services LLC is a fee-only investment adviser registered with the securities regulators of Arizona, Colorado, New York, Utah, with a mailing address in Ogden, Utah (its office is a private residence, so the street address is not published). On its latest Form ADV, filed April 17, 2026, it reports $93M in regulatory assets under management, 86 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona, Colorado, New York, Utah |
|---|---|
| Firm CRD number | 114360 |
| Office | Ogden, UT (mailing address; office not published) |
| Phone | (888) 572-1020 |
| Website | Not listed |
| Regulatory assets under management | $93M |
| Individual clients | 62 non-high-net-worth, 24 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Ogden
- Ascend Investment Partners $661M
- Von Colln Financial Group $101M
- Sanguine Owl, LC $1.8M
See all 4 fee-only advisers in Ogden →
Nearby
- Roy 1 firm
- North Ogden 1 firm
- Farmington 3 firms
- Centerville 2 firms
- Woods Cross 1 firm
- Bountiful 3 firms
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