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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-07-2011
- Office Locations
- 1
Office Locations
About CBS Funding, Inc.
CBS Funding, Inc. provides investment advisory, financial planning, and co-fiduciary services for employer-sponsored retirement plans (401(k), cash balance, defined benefit, profit sharing, SIMPLE IRAs) and retirement-focused individuals (IRAs, taxable brokerage and trust accounts). The firm supports plan design and implementation, Social Security claiming strategies, and retirement savings/income projections, with accounts custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 72.8% is discretionary and 27.2% is non-discretionary.
The firm reports 3 advisory representatives and 52 clients, or 17.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full CBS Funding, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVE JAMES PERSONS
President
- CRD
- #2540455
- Ownership
- 50% but less than 75%
JENNIFER LYNN BUFE
TREASURER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Elaine Patrice Bartels
--
- CRD
- #8013648
Showing 1 of 5 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,356,655 | -- |
| Non-Discretionary | $19,169,895 | -- |
| Total | $70,526,550 | -- |
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Separately Managed Accounts
SMA allocation detail is available
CBS Funding, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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