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CFM ADVISORS INC

HAUPPAUGE, NY · CRD 111581 · IAPD ↗ · cfmadvisorsinc.com · 631.657.2135

$202.7MRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CFM ADVISORS INC reported RAUM down 94% ($3.49B -> $202.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
49
April 2025 — CFM ADVISORS INC notice-filed in CT, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
March 2025 — CFM ADVISORS INC reported RAUM up 100% ($1.75B -> $3.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
October 2024 — CFM ADVISORS INC changed its website from ccg1800.com to cfmadvisorsinc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
October 2024 — CCG INVESTMENTS is now doing business as CFM ADVISORS INC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.