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CND FINANCIAL
Legal name: EXECUTIVE FINANCIAL SERVICES INC
CRD 110180File 801-121895
APPROVED
Retail clients
Filing as of Mar 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$199.4M
Below cohort median (national)
Discretionary AUM
$195.2M
Non-discretionary $4.3M
Clients
189
189 accounts
Employees
3
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 28, 2021
- Principal office
- 33762 SCHOOLCRAFT RD, 2ND FLOOR, LIVONIA, MI, 48150
- Phone
- 734-427-2030
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $199.4M
- Discretionary AUM
- $195.2M
- Non-discretionary AUM
- $4.3M
- Discretionary accounts
- 188
- Non-discretionary accounts
- 1
- Total accounts
- 189
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $160.6M |
| Pension and profit sharing plans | Fewer than 5 | $4.3M |
| Individuals (other than high net worth individuals) | 115 | $34.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 193 | 189 | decreased by4 |
| Apr 1, 2026 | AUM | $180,300,000 | $199,450,000 | increased by$19,150,000 |
| Apr 1, 2026 | Accounts | 192 | 189 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 201 | 193 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $133,200,000 | $180,300,000 | increased by$47,100,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 201 | 192 | decreased by9 |
| Apr 1, 2022 | Clients | 332 | 201 | decreased by131 |
| Apr 1, 2022 | AUM | $125,471,085 | $133,200,000 | increased by$7,728,915 |
| Apr 1, 2022 | Accounts | 339 | 201 | decreased by138 |
| Aug 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CND FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CND FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.