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| Keyboard |
| CFM Advisors Inc
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|
|---|---|
| CRD # | 111581 |
| SEC # | 801-56891 |
| CIK # | |
| AUM | 202.7 M (2026-03-24) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 631-657-2135 |
| Address | 1373 Veterans Highway Hauppauge, NY 11788 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 0.1 |
| (b) Individuals (high net worth individuals) | 14 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 315 | 0.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 315 | 0.2 |
| Total | 315 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 315 | 0.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ball & Company Wealth Management Inc
✚
|
203.1 M | |
|
Wernau Asset Management Inc
✚
|
MA | 202.6 M |
|
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MA | 202.5 M |
|
Hansen & Associates Financial Group Inc
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|
McGuire Capital Advisors Inc
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OK | 202.4 M |
|
Robinson Value Management Ltd
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TX | 202.3 M |
|
Phil A Younker & Associates Ltd
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|
202.2 M | |
|
Johnson Lyman Inc
✚
|
CA | 202.1 M |
|
Naylor Capital LLC
✚
|
202.1 M | |
|
Abbington Investment Group LLC
✚
|
ME | 202.1 M |