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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Great-West Trust · Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-28-1993
- Office Locations
- 1
Office Locations
About CFS Investment Advisory Services LLC
CFS Investment Advisory Services is an SEC-registered RIA based in New Jersey serving clients nationally. It delivers straightforward wealth management and financial planning with a strong retirement focus, including dedicated support for 401(k) plan sponsors and retirement plan investing. Portfolios commonly use diversified allocations across mutual funds, ETFs, and fixed income; assets are custodied at Schwab and Raymond James. The firm highlights advisor credentials and industry recognition/media coverage.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GREGORY MARK MAKOWSKI
Chief Compliance Officer, Managing Member, Partner
- CRD
- #1029875
- Ownership
- 50% but less than 75%
HARRIS SCOTT NYDICK
Investment Advisor, Managing Member
- CRD
- #1346496
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JOHN JOSEPH BARTLETT
Investment Advisor
- CRD
- #5973991
ANTHONY E GHETIAN
Financial Advisor, General Partner
- CRD
- #5867126
Zenith optima
Vital wave
- CRD
- #95634
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,854,725,417 | $549,711 |
| Non-Discretionary | $875,392,804 | $13,895,124 |
| Total | $2,730,118,221 | $794,332 |
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Separately Managed Accounts
Total SMA Asset: $2,730,118,221
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $898,966,495 | 11.7% |
| Equity - Exchange | $1,021,902,084 | 13.3% |
| Municipal Bonds | $1,621,213,081 | 21.1% |
| Cash | $1,936,235,528 | 25.2% |
| Other | $1,751,832,145 | 22.8% |
| U.S. Government/Agency | $453,324,986 | 5.9% |
| Total | $7,683,474,319 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY PIONEER EAGLE | MATRIX ZENITH | DYMVJHITB | VJIZ | 3.61% | $15,312,696 |
| MOMENTUM PATHWAY FUSION | RIDGE HARBOR | 6PDMWT6AR | MTG | 1.40% | $45,112,292 |
| FRONTIER ATLAS | TIMBER BRIDGE | 8KYH4J36S | JWQR | 3.64% | $93,764,563 |
| VERTEX ALPHA ZENITH | FOUNDATION MATRIX | XZ4CZA2Q0 | ZCU | 8.24% | $30,931,179 |
| RIDGE CAPITAL PRIME | QUANTUM ZENITH | Z8HLXK59L | UDR | 9.87% | $47,921,778 |
| RIDGE HORIZON | SUMMIT CATALYST | AXWWVS62Y | FBAY | 3.40% | $105,264,569 |
| EMBER FUSION BRIDGE | PRIME PRIME | IQS7VZR7R | KYBPJ | 2.63% | $54,724,055 |
| MERIDIAN EMBER SIGNAL | FOUNDATION BEACON | ZV3XE2IGJ | VKE | 3.12% | $111,838,000 |