CFS Financial, LLC

RIAState Registered
Total AUM
$1.7M
Discretionary
$1.7M
100% of AUM
Avg account
$213K
Accounts
8
Employees
3
Advisory reps
3

Firm details

Headquarters
Salem, Massachusetts
CRD number
173972
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

CFS Financial, LLC is an individually owned limited liability company that advises primarily individuals and families. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses while also selecting third‑party advisers and managers on behalf of clients. CFS Financial acts as a capital allocator and does not identify as an ESG investor. The adviser is registered to operate in Massachusetts and New Jersey and runs a small, fee‑based advisory practice. Its advisory scope emphasizes direct portfolio oversight for private clients and the use of external managers where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Cash & Cash Equivalents 5%95%
  • Public Funds/Mutual Funds95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • William Rabbitt

    William Rabbitt

    COO & PartnerCRD 5593227

Contacts

2 of 2
  • Matthew Carpenter

    Matthew Carpenter

    Investment Adviser RepresentativeCRD 5849681

  • Kevin Degnan

    CRD 6899874

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Salem, MA

Essex

Location

Salem, MA

Headquartered in Salem, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Essex
Address
10 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth