← Tributary

CFS CUBIC FINANCIAL SERVICES, INC.

· CRD 126238 · IAPD ↗ · 770-495-1500

$145.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — CFS CUBIC FINANCIAL SERVICES, INC. (location n/a) left the SEC roster (was $145.8M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
April 2024 — CFS CUBIC FINANCIAL SERVICES, INC. reported RAUM up 27% ($114.6M -> $145.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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