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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Royal Bank · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-25-1999
- Office Locations
- 2
Office Locations
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
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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The full CFM Advisors INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANTHONY MICHAEL WARD
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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WILLIAM BONACCI
Director of Investments
- CRD
- #2361521
LYLE WELDON HARDGROVE
Investment Advisor Representative
- CRD
- #5932833
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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.