Cfm Advisors Inc
- Regulatory AUM
- $203M
- Discretionary
- $0
- Clients
- 216
- Avg AUM / client
- $938K
- Accounts
- 315
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 185 | $147M | 72.4% |
| High net worth individuals | 14 | $40.4M | 19.9% |
| Pension and profit sharing plans | 15 | $15.4M | 7.59% |
| Corporations and other businesses | 2 | $228K | 0.11% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Eurark Llc 401(k) Profit Sharing Plan & Trust Eurark Llc | 2024 | |
| Quality Hearing Instruments Ll 401(k) Profit Sharing Plan & Trust Quality Hearing Instruments Ll | 2024 | |
| Pancreatic Cancer Action Network 401(k) Plan Pancreatic Cancer Action Network | 2024 | |
| Positive Promotions 401(k) Savings Plan Positive Promotions, Inc. | 2024 | |
| Rms Lifeline Inc 401(k) Profit Sharing Plan & Trust Rms Lifeline Inc | 2024 | |
| Ridg U Rak Inc 401(k) Profit Sharing Plan & Trust Ridg U Rak Inc | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ward, Anthony, Michael | Chief Compliance Officer & In House Erisa Counsel | Aug 2024 (2y) | Less than 5% | |
| William Bonacci | Registered representative | May 2021 (5y) | ||
| John Romano | Registered representative | May 2021 (5y) | ||
| Michael Francis Panella | Registered representative | Oct 2023 (3y) | ||
| Matthew E Stendardi | Registered representative | Mar 2025 (1y) | ||
| Lyle Weldon Hardgrove | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Russo Family Dynasty Trust | General Partner | Oct 2019 | B | 75% or more of Apollo Lunar Module Lp (indirect) |
Undisclosed: 95% – 100% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Eurark Llc 401(k) Profit Sharing Plan & Trust | Eurark Llc | 145 | $18.1M | 01/01/2024 |
| Quality Hearing Instruments Ll 401(k) Profit Sharing Plan & Trust | Quality Hearing Instruments Ll | 1,074 | $13.9M | 01/01/2024 |
| Pancreatic Cancer Action Network 401(k) Plan | Pancreatic Cancer Action Network | 144 | $19.9M | 01/01/2024 |
| Positive Promotions 401(k) Savings Plan | Positive Promotions, Inc. | 856 | $17.5M | 01/01/2024 |
| Rms Lifeline Inc 401(k) Profit Sharing Plan & Trust | Rms Lifeline Inc | 348 | $21.8M | 01/01/2024 |
| Ridg U Rak Inc 401(k) Profit Sharing Plan & Trust | Ridg U Rak Inc | 187 | $7.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- American Trust Custody $2.1B (61% of AUM) Mar 2025
- Paychex Securities Corporation $1.3B (93% of AUM) Mar 2023
- Royal Bank Of Canada $203M (100% of AUM) Mar 2026
- Charles Schwab & Co. $104M (8% of AUM) May 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗