Cfs Wealth Management
Cfs Wealth Management is an SEC-registered mass-market adviser in Macon, GA with $189.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Cfs Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135579, SEC 801-130591, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $189.1M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- Macon, GA
- Employees
- 3
- Clients
- 465
- CRD
- 135579
- Ownership
- CHAPMAN, WADE, TIMOTHY; SECURITY BANK CORPORATION
How much AUM does Cfs Wealth Management have?
Cfs Wealth Management reported $189.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Cfs Wealth Management?
Disclosed owners and executives of Cfs Wealth Management include CHAPMAN, WADE, TIMOTHY, SECURITY BANK CORPORATION. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.