Registration Is the Floor, Not the Ceiling

Anyone trading your futures account for compensation must generally be registered with the CFTC and be an NFA member. Registration means background checks, proficiency requirements, disclosure obligations, and disciplinary oversight — but it does not mean the advisor is good. Registration is the floor. Your evaluation is the ceiling.

How CTAs Get Paid

Most charge a management fee on assets (commonly around 2 percent annually) plus an incentive fee on new profits (commonly around 20 percent, subject to a high-water mark). The incentive fee is meant to align interests: the advisor eats only when you do. Understand both numbers before signing, and understand what they do to net returns over time.

How to Check One Out

The NFA's BASIC database is free and public: registration status, disciplinary history, years in business. Then the disclosure document: strategy, fees, and audited track record including the worst drawdowns. We walk clients through both routinely. A ten-minute phone call with someone who has read hundreds of disclosure documents can save you from an expensive education.

CTA FAQ

What is a Commodity Trading Advisor?

A Commodity Trading Advisor (CTA) is a person or firm registered with the Commodity Futures Trading Commission (CFTC) and a member of the National Futures Association (NFA) who is compensated for advising others on trading futures, options, or swaps — including directly trading client accounts.

How do I verify a CTA's registration?

Use the NFA's free BASIC database (Background Affiliation Status Information Center) at nfa.futures.org. It shows registration status, disciplinary history, and how long the advisor has been in business. Never invest with an advisor you cannot find there.

What should I look for in a CTA?

Length of track record through different market conditions, maximum drawdown relative to returns, fee structure, margin-to-equity usage, and how clearly they explain their worst periods. A CTA who cannot explain their losses plainly is telling you something.

Evaluating a CTA Right Now?

Call 317-848-8050 — we will look at the program with you, including telling you when to walk away.

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