CFS Investment Advisory Services LLC

RIASEC Registered

Total AUM

$2.7B

Discretionary

$1.9B

68% of AUM

Avg account

$794K

Accounts

3,437

Employees

Advisory reps

Firm details

Headquarters: Totowa, New Jersey
CRD number: 106577
Registered since: December 28, 1993
Website: www.cfsias.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC., GREAT-WEST TRUST COMPANY, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.14%
Pension & Profit Sharing Plans34.52%
Individuals5.3%
Charitable Organizations0.77%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CFS Investment Advisory Services LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 1993. The firm serves both high-net-worth individuals and families as well as institutional clients, offering fee arrangements that include percentage-of-AUM and fixed fees. Advisory services span financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of sub‑advisers. CFS also operates an insurance brokerage practice and identifies itself as a capital allocator rather than a pure single-strategy shop. The firm does not position itself as an active ESG investor. CFS has appeared on several industry lists, including placements by the Financial Times (2020), FA Magazine (2020), and Forbes (2022–2024).