CM Financial Advisors, LLC

Overview

CM Financial Advisors, LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on wealth management for individuals and families. The firm combines portfolio management for individuals and small businesses with accounting-related services, and charges clients primarily by a percentage of assets under management alongside hourly billing for advisory or consulting work. The ADV indicates the adviser is not set up as a multi-state practice, does not self-identify as an active ESG investor, and does not position itself as a pension consultant or capital allocator. The adviser’s business model centers on direct client relationships rather than institutional or multi-adviser structures. That positioning suggests hands-on portfolio work for a relatively small client base, with an emphasis on customized accounts and billable advisory time in addition to asset-based fees.

Assets & Accounts

Investments & Alternatives

Location & Offices