CRD: 129472
Community Financial Group, Inc.
$92.9M Total AUM
$92.9M Disc. AUM
-- 3Y CAGR
4 Employees
95 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-12-2003
- Office Locations
- 2
Office Locations
201 Boston Post Road West Suite 406 Marlborough MA
-- Conroe TX
About Community Financial Group, Inc.
Community Financial Group is an independent RIA founded in 2003 providing objective wealth management for individuals, families, and business owners. The team delivers retirement and estate planning, long-term investment planning, insurance/risk management, and employee benefit guidance. Portfolios are built through collaborative, research-driven analysis, with custody relationships including Charles Schwab.
Team overview
-- AVG AGE
$46.4M AVG AUM / ADVISOR
$977.6K AVG AUM / CLIENT
22.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
PAUL MANUEL TRAVIS
Investment Advisor, President
- CRD
- #2791056
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
RICHARD RUFUS WILSON
Financial Advisor
- CRD
- #4727467
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,873,814 | $158,290 |
| Non-Discretionary | $0 | $1,692,739 |
| Total | $92,873,814 | $202,638 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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