← Tributary

CMG FINANCIAL CONSULTING

· CRD 288359 · IAPD ↗ · (877) 695-8004

$149.6MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — CMG FINANCIAL CONSULTING notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — CMG FINANCIAL CONSULTING added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
February 2026 — CMG FINANCIAL CONSULTING reported RAUM up 36% ($109.8M -> $149.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
December 2025 — CMG FINANCIAL CONSULTING notice-filed in FL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — CMG FINANCIAL CONSULTING reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2024 — CMG FINANCIAL CONSULTING (location n/a) is newly SEC-registered with $105.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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