← Tributary

CMC FINANCIAL GROUP, LLC

ATLANTA, GA · CRD 292413 · IAPD ↗ · cmcfg.com · (678) 690-8800

$119.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CMC FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — CMC FINANCIAL GROUP, LLC reported RAUM down 44% ($196.3M -> $109.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
65
April 2024 — CMC FINANCIAL GROUP, LLC now reports custody of client assets ($1.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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