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CMC FINANCIAL GROUP, LLC
CRD 292413File 801-112662
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$119.3M
Bottom 25% of cohort (national)
Discretionary AUM
$83.2M
Non-discretionary $36.0M
Clients
176
365 accounts
Employees
4
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 28, 2018
- Principal office
- 7000 CENTRAL PARKWAY, SUITE 225, ATLANTA, GA, 30328
- Phone
- (678) 690-8800
- Website
- HTTP://WWW.CMCFG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $119.3M
- Discretionary AUM
- $83.2M
- Non-discretionary AUM
- $36.0M
- Discretionary accounts
- 168
- Non-discretionary accounts
- 197
- Total accounts
- 365
- AUM per client
- $678K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2K |
| High net worth individuals | 29 | $81.1M |
| Individuals (other than high net worth individuals) | 147 | $29.3M |
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 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 230 | 176 | decreased by54 |
| Apr 1, 2026 | Clients | 168 | 230 | increased by62 |
| Apr 1, 2026 | AUM | $109,893,508 | $119,251,744 | increased by$9,358,236 |
| Apr 1, 2026 | Accounts | 383 | 365 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 4 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 145 | 168 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $221,367,103 | $109,893,508 | decreased by$111,473,595 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 420 | 383 | decreased by37 |
| Apr 1, 2022 | Clients | 137 | 145 | increased by8 |
| Apr 1, 2022 | AUM | $215,856,494 | $221,367,103 | increased by$5,510,609 |
| Apr 1, 2022 | Accounts | 394 | 420 | increased by26 |
| 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 “CMC FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CMC 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.