Overview
Assets Under Management: $153 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Frequently Asked Questions
CBM FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327254), CBM FINANCIAL, LLC is subject to fiduciary duty under federal law.
CBM FINANCIAL, LLC is headquartered in AUSTIN, TX.
CBM FINANCIAL, LLC serves 48 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, CBM FINANCIAL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CBM FINANCIAL, LLC manages $153 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, CBM FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 473
Discretionary Accounts: 473
Regulatory Filings
CRD Number: 327254
Last Filing Date: 2025-03-05 00:00:00
Website: https://watercolorfinancial.com