COMMUNITY FINANCIAL GROUP, INC.

Overview

Community Financial Group, Inc. is a small, independent registered investment adviser focused on serving individuals and families. The firm operates as a capital allocator that combines ongoing portfolio management with financial planning and consulting work; its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements are mixed — percentage of AUM, hourly charges and fixed fees — which supports a blend of discretionary investment management and project-based planning or consulting engagements. Investment activity is concentrated in pooled public investment funds, with a clear preference for publicly available mutual funds and similar collective vehicles as the core building blocks of client portfolios. The firm runs discretionary mandates and appears to emphasize diversified, fund-based exposures rather than heavy direct-stock strategies. Community Financial Group positions itself to coordinate outside third-party managers when needed and to incorporate specialist allocations into client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices