CFM ADVISORS INC

RIASEC RegisteredEst. 1999

Total AUM

$203M

Discretionary

0% of AUM

Avg account

$643K

Accounts

315

Employees

Advisory reps

Firm details

Headquarters: HAUPPAUGE, New York
CRD number: 111581
Registered since: October 25, 1999
Website: cfmadvisorsinc.com
Custodians: ROYAL BANK OF CANADA
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals72.36%
HNWI19.94%
Pension & Profit Sharing Plans7.59%
Corporations / Businesses0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CFM Advisors Inc. is an independent registered investment adviser that has been operating since 1999. The firm functions as a capital allocator for a mix of individual, family and institutional clients, delivering financial planning, portfolio management for individuals and businesses, pension consulting and the selection of sub-advisers. Its business model leans toward a non-discretionary advisory approach and fee arrangements that include percentage-of-AUM and fixed fees. Investment emphasis is tilted toward fixed income, with a significant allocation to state and local bonds. The firm also conducts pension consulting and uses third‑party managers when appropriate, which suggests a blend of direct portfolio construction and outsourced manager selection depending on client mandate. CFM Advisors does not identify as an active ESG investor.