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CFM Advisors INC

CFM Advisors INC. CRD 111581

CFM Advisors INC logo

CRD: 111581

CFM Advisors INC

$202.7M Total AUM
$0 Disc. AUM
-48.4% 3Y CAGR
7 Employees
216 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Royal Bank · SEI
Clients
Retail and Institutional
Established Date
10-25-1999
Office Locations
2

Office Locations

1373 Veterans Highway Suite 10 Hauppauge NY
-- Forest Hill MD

About CFM Advisors INC

CFM Advisors, Inc. is an SEC-registered RIA (independent since 1996) providing ERISA retirement plan advice for plan sponsors and financial advisors nationwide. As a 3(38) fiduciary, the firm monitors plan investments and remittance timing and makes removal/replacement recommendations when options no longer meet its selection criteria, aiming to improve risk-adjusted plan portfolio outcomes.

Reported data analysis

What the numbers show

Between March 12, 2025 and March 24, 2026, reported AUM decreased 94.2%, from $3.5B to $202.7M.

Across 5 reported observations, AUM decreased 83.9% between May 26, 2022 and March 24, 2026, from $1.3B to $202.7M.

Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.

The firm reports 5 advisory representatives and 216 clients, or 43.2 clients per representative. That equates to $938.3K in reported AUM per client.

The profile lists 2 reported office locations and 26 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

45 AVG AGE
$40.5M AVG AUM / ADVISOR
$938.3K AVG AUM / CLIENT
3.9 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
26yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

A

ANTHONY MICHAEL WARD

Chief Compliance Officer, Chief Executive Officer

CRD
--
Ownership
Less than 5%

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Contacts

W

WILLIAM BONACCI

Director of Investments

CRD
#2361521
LYLE WELDON HARDGROVE

LYLE WELDON HARDGROVE

Investment Advisor Representative

CRD
#5932833

Showing 2 of 6 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-26-2022
03-30-2023
09-19-2024
03-12-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $202,673,837 $643,409
Total $202,673,837 $643,409

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Separately Managed Accounts

SMA allocation detail is available

CFM Advisors 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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