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- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail
- Platforms
- Vertex
- Established Date
- 06-02-2005
- Office Locations
- 1
Office Locations
About CFS Wealth Management
CFS Wealth Management is a Macon, GA-based boutique advisory firm providing financial planning, portfolio construction, and ongoing asset management, including insurance and annuity solutions. The team works with retail investors such as business owners and builds diversified portfolios using ETFs, mutual funds, and fixed income. They custody primarily with Fidelity/NFS and LPL and use tools like eMoney and Morningstar.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
WADE TIMOTHY CHAPMAN
Advisor
- CRD
- #2852176
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEPHEN DALE ANDERSON
Financial Advisor, General Partner, Vice President
- CRD
- #2507388
LUCINDA F DALLAS
Financial Advisor
- CRD
- #3270458
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,338,105 | $395,527 |
| Non-Discretionary | $6,714,635 | $1,678,659 |
| Total | $189,052,740 | $406,565 |
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Separately Managed Accounts
Total SMA Asset: $189,052,740
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $432,341,522 | 16.2% |
| Cash | $864,683,045 | 32.4% |
| Public Funds | $672,531,257 | 25.2% |
| U.S. Government/Agency | $699,219,005 | 26.2% |
| Total | $2,668,774,829 | 100.0% |