Cfs Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Macon, GA. Its latest Form ADV filing, dated March 12, 2026, reports $189M in regulatory assets under management, 3 employees, 1 office, and 465 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.2% of total clients.
Top client categories% of clientsClients
1
Individuals
85.2%
396
2
HNWI
14.8%
69
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of March 12, 2026
Discretionary96.4%
$182M
96% of total RAUM96.4%
Non-discretionary3.6%
$7M
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$189M
Total Accounts465
10Y AUM Change+$53M (+39.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee155:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.