CFS INVESTMENT ADVISORY SERVICES LLC

CRD 106577File 801-45064

APPROVED

Retail clients

Custody

Filing as of Mar 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.73B

Top 25% of cohort (national)

Discretionary AUM

$1.85B

Non-discretionary $875.4M

Clients

1,238

3,437 accounts

Employees

Top 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Dec 28, 1993
Principal office: 97 LACKAWANNA AVENUE, SUITE 101, TOTOWA, NJ, 07512
Phone: 973-826-8800
Website: HTTPS://WWW.FACEBOOK.COM/CFSIAS

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.73B
Discretionary AUM: $1.85B
Non-discretionary AUM: $875.4M
Discretionary accounts: 3,374
Non-discretionary accounts: 63
Total accounts: 3,437
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$7.5M
Charitable organizations	5	$21.1M
High net worth individuals	532	$1.61B
Pension and profit sharing plans	87	$942.5M
Individuals (other than high net worth individuals)	607	$144.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.