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CFM ADVISORS INC
CRD 111581File 801-56891
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$202.7M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $202.7M
Clients
216
315 accounts
Employees
7
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 25, 1999
- Principal office
- 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
- Phone
- 631.657.2135
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $202.7M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $202.7M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 315
- Total accounts
- 315
- AUM per client
- $938K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $228K |
| High net worth individuals | 14 | $40.4M |
| Pension and profit sharing plans | 15 | $15.4M |
| Individuals (other than high net worth individuals) | 185 | $146.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- 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 | Employees | 5 | 7 | increased by2 |
| Apr 1, 2026 | Clients | 2,081 | 216 | decreased by1,865 |
| Apr 1, 2026 | AUM | $3,492,215,000 | $202,673,837 | decreased by$3,289,541,163 |
| Apr 1, 2026 | Accounts | 2,081 | 315 | decreased by1,766 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 284 | 2,081 | increased by1,797 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,255,500,000 | $3,492,215,000 | increased by$2,236,715,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 852 | 2,081 | increased by1,229 |
| Jun 1, 2022 | Employees | 3 | 4 | increased by1 |
| Mar 1, 2022 | Clients | 355 | 284 | decreased by71 |
| Mar 1, 2022 | AUM | $437,112,000 | $1,255,500,000 | increased by$818,388,000 |
| Mar 1, 2022 | Accounts | 355 | 852 | increased by497 |
| Apr 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 “CFM ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CFM ADVISORS” 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.