← Tributary

CMS FUND ADVISERS, LLC

WYNNEWOOD, PA · CRD 154682 · IAPD ↗ · cmsco.com (no longer available) · 610-896-3000

$814,325Regulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
2Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
July 2025 — CMS FUND ADVISERS, LLC (WYNNEWOOD, PA) left the SEC roster (was $814,325 RAUM, 4 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

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