Financial ServicesOutsourced CFO ServicesActiveVerified

CFO Vertical

TJ Delight, Registered Agent

CFO Vertical provides outsourced CFO and controller services to businesses, enhancing financial oversight and transparency. Based in Newport Beach, CA, the firm offers tailored strategic financial management. Their website emphasizes a personalized approach to financial leadership.

Filed July 6, 2026 · Newport Beach, CA · Orange County

Scout the DayOneLead fox with a California new business filings stamp

Every new California filing, every day

See how it works

Source

California Secretary of State (bizfile Online) · Entity B20260310653 · Retrieved July 14, 2026

Search the registry for B20260310653 ›JSON record ›

About CFO Vertical

CFO Vertical San Diego LLC filed in California on July 6, 2026, and was first seen eight days later. The company is a financial services firm offering outsourced CFO services, based in Newport Beach. Its domain was registered in 2024, over two years before the filing, through Dynadot. The registered agent is TJ Delight, who filed personally. The website is modern and confirmed to match the filing name and address. No annual report or EIN is on file yet. We estimate revenue between $1M and $10M and 6 to 25 employees, with a brick-and-mortar footprint.

  • Domain registered 903 days before filing, indicating pre-filing web presence.
  • Filed personally by the owner, who is also the registered agent.
  • Website is modern and identity confirmed.
  • Principal in Newport Beach, filing in California.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 92 new businesses registered in Newport Beach in July 2026, and the only financial services business registered there that month.

Is this business yours?

It's getting views. Claim the page for free to control what your customers see.

Claim this business

Filing Details

Entity NameCFO Vertical San Diego LLC
Entity TypeLLC
Entity NumberB20260310653
Filing DateJuly 6, 2026
Principal AddressLocked
City / State / ZipNewport Beach, CA 92660
CountyOrange
TimezonePacific (PT)
EIN on FileNo
Registered AgentTJ Delight
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 903 days before filing · registrar Dynadot
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees6-25 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadJuly 14, 2026 (8 days after filing)

Verified Business Profile

SubcategoryOutsourced CFO Services

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
Start Free TrialVerified contact details are included with a free trial.

Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
Start Free TrialDomain and website data is included with a free trial.

Frequently Asked Questions

When was CFO Vertical registered?

CFO Vertical was registered as LLC on July 6, 2026 in California.

Where is CFO Vertical located?

CFO Vertical is based in Newport Beach, CA, 92660, in Orange County.

What type of business is CFO Vertical?

CFO Vertical is classified as a financial services business (outsourced cfo services).

Does CFO Vertical have an EIN on file?

No EIN was found on file for CFO Vertical at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

InsuranceWeb DesignerAccounting
Registered in the last 30 days

5 companies similar to CFO Vertical registered in Orange County in the last 30 days

The Rate Owl, LLCSanta Ana · Oct 27, 2026
Union Patriot CapitalAnaheim · Oct 20, 2026
Potus Financial Services LLCOrange · Oct 20, 2026
Zeus Financial NetworkTrabuco Canyon · Oct 19, 2026
+ 1 more in Orange County
Build a Campaign for These Leads ›

Verified owner emails, and we build the campaign for you.

Turn fresh financial services businesses into your next customers

We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.

Build My Campaign Free ›