CFM ADVISORS INC
SEC RegisteredPartner with us to Mitigate your Fiduciary Responsibility
About the firm
CFM Advisors, Inc. is an SEC Registered Investment Advisory firm dedicated to providing high quality, independent, unbiased service since 1996. The firm is a national service provider primarily focusing on corporate and personal investment plan advisory services with the objective of maximizing plan portfolio performance while minimizing plan portfolio risk.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
3(38) Fiduciary Services, investment monitoring, monitor timing of remittances, investment recommendations including removal and replacement of investments that no longer meet investment selection criteria, benefits plan consulting, and plan administration
Who they serve
Plan sponsors, employers offering corporate retirement plans, and financial advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 185 | $147M |
| High Net Worth Individuals | 14 | $40M |
| Charitable Organizations | 15 | $15M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 2.00% |
| $1,000,001 to $3,000,000 | 1.50% |
| $3,000,001 to $5,000,000 | 1.00% |
| $5,000,001 to $8,000,000 | 0.80% |
| Over $8,000,000 | 0.50% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CFM ADVISORS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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