Cmg Financial Consulting is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 20, 2026, reports $150M in regulatory assets under management, 4 employees, 1 office, and 453 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.0% of total clients.
Top client categories% of clientsClients
1
Individuals
61.0%
72
2
HNWI
37.3%
44
3
Pension Plans
1.7%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150Mas of January 20, 2026
Discretionary99.4%
$149M
99% of total RAUM99.4%
Non-discretionary0.6%
$950K
1% of total RAUM0.6%
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$150M
Total Accounts453
10Y AUM Change+$45M (+42.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee30:1
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.