FIRM PROFILE

CFS INVESTMENT ADVISORY SERVICES LLC

CRD 106577 · Source month: August 2026

Reported business facts

CRD number: 106577Reported in SEC monthly data
Legal name: CFS INVESTMENT ADVISORY SERVICES LLCReported in SEC monthly data
Regulatory assets under management: $2,730,118,221.00Reported in SEC monthly data
Employees: 13Reported in SEC monthly data
Employees performing advisory functions: 10Reported in SEC monthly data
Individual clients (other than high net worth): 607Reported in SEC monthly data
High net worth individual clients: 532Reported in SEC monthly data
Banking or thrift institution clients: Not reportedObserved missing state
Investment company clients: Not reportedObserved missing state
Business development company clients: Not reportedObserved missing state
Other pooled investment vehicle clients: Not reportedObserved missing state
Pension and profit-sharing plan clients: 87Reported in SEC monthly data
Charitable organization clients: 5Reported in SEC monthly data
State or municipal government clients: Not reportedObserved missing state
Other investment adviser clients: Not reportedObserved missing state
Insurance company clients: Not reportedObserved missing state
Sovereign wealth fund or foreign official clients: Not reportedObserved missing state
Corporation or other business clients: 7Reported in SEC monthly data
Other clients: Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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