CMC FINANCIAL GROUP, LLC

CRD 292413File 801-112662

APPROVED

Retail clients

Filing as of Mar 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$119.3M

Bottom 25% of cohort (national)

Discretionary AUM

$83.2M

Non-discretionary $36.0M

Clients

176

365 accounts

Employees

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, 5G

Compensation

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 11

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

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	230	176
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.