Cmc Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 5, 2026, reports $119M in regulatory assets under management, 4 employees, 1 office, and 365 accounts.
Assets Under Management
$119M
Employees
4
Offices
1 office
Total Clients
230
Primary office
ATLANTA, GA
7000 CENTRAL PARKWAY, SUITE 225, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.9% of total clients.
Top client categories% of clientsClients
1
Individuals
63.9%
147
2
UNASSIGNED
23.5%
54
3
HNWI
12.6%
29
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$119Mas of March 5, 2026
Discretionary69.8%
$83M
70% of total RAUM69.8%
Non-discretionary30.2%
$36M
30% of total RAUM30.2%
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.
Total AUM$119M
Total Accounts365
10Y AUM Change+$119M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee58:1
10Y Employee Change+2 (+100.0%)
* 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.