$13.1M Total AUM
$13.1M Disc. AUM
-- 3Y CAGR
3 Employees
97 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- Crest delta
- Established Date
- 07-05-2016
- Office Locations
- 1
Office Locations
-- Atlanta GA
About CMA Financial Services
CMA Financial Services is an Atlanta-based RIA focused on retirees and pre-retirees, delivering personalized retirement planning, ongoing wealth management, and tax optimization. The team emphasizes tax-law and market-dynamics expertise to support retirement income and wealth-preservation decisions, backed by an educational blog and client tools that reinforce ongoing engagement.
Team overview
38 AVG AGE
$6.6M AVG AUM / ADVISOR
$135.4K AVG AUM / CLIENT
9.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Catalyst Radial unison Bridge
Client Personas
Radial
Custodian
Focus Value
Investment Themes
Timber Wave summit Wave
Investment Vehicles
Signal
Services
Vector signal Vector vital Value Prime optima Vital Atlas wave Capital Signal Legacy
Technology
Optima
Owner & Executives
J
JESSICA JANE MORRIS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5452116
- Ownership
- 75% or more
(439) 916-7436
unison.glacier@optimacapital.com
in linkedin.com/in/element-insight
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTOPHER OWEN MORRIS
President
- CRD
- #4246536
(333) 853-1272
vertex.radial@bridgecapital.com
in linkedin.com/in/focus-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,134,072 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,134,072 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,134,072
Public Funds:
20.9% Cash:
15.4% Equity - OTC:
19.1% Equity - Exchange:
44.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $241,776,150 | 20.9% |
| Cash | $178,150,848 | 15.4% |
| Equity - OTC | $220,953,324 | 19.1% |
| Equity - Exchange | $515,943,364 | 44.6% |
| Total | $1,156,823,686 | 100.0% |