CFS FINANCIAL, LLC

Overview

CFS Financial, LLC is a small, owner-operated advisory firm that manages portfolios for individual and family clients. The firm is structured as a limited liability company and uses a percentage-of-AUM fee model. Its stated advisory activities are portfolio management for individuals and small businesses and the selection of other advisers, which signals a blended approach of direct portfolio construction and delegating segments of client assets to outside subadvisors when appropriate. Investment activity is concentrated in pooled public vehicles rather than direct-stock strategies or broad ETF trading. The firm is identified as a capital allocator, which aligns with its role in selecting outside managers, but it is not positioned as an ESG-focused adviser, pension consultant, or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices