Cm Wealth Advisors Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 119467
· SEC file 801-62376
· Beachwood, OH
· WWW.CMWEALTHADVISORS.COM
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ADV data as of Mar 24, 2026
- Regulatory AUM
- $3.6B
- Discretionary
- $3.4B
- Clients
- 244
- Avg AUM / client
- $14.7M
- Accounts
- 680
- Employees
- 24
AUM over time
$1.8B
$3.6B
Mar 30, 2012
Mar 24, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 73 | $14.2M | 0.4% |
| High net worth individuals | 131 | $1.8B | 49.7% |
| Pooled investment vehicles (non-investment companies) | 29 | $1.6B | 43.1% |
| Charitable organizations | 11 | $246M | 6.84% |
Private funds (28)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cmwa Capital Appreciation Fund Llc | Other Private Fund | Ohio | $233M | 192 |
| Cmwa Mid Cap Partnership Llc | Other Private Fund | Ohio | $194M | 63 |
| Cmwa Micro Cap Fund Llc | Other Private Fund | Ohio | $148M | 94 |
| Cmwa Small Cap Fund Llc | Other Private Fund | Ohio | $119M | 85 |
| Cmwa Private Equity 2022 Llc | Private Equity Fund | Ohio | $85.9M | 93 |
| Cmwa Foreign Developed Partnership | Other Private Fund | Ohio | $80.3M | 71 |
| Cmwa Large Cap Partnership Llc | Other Private Fund | Ohio | $62.3M | 60 |
| Cmwa Emerging Markets Partnership | Other Private Fund | Ohio | $53.0M | 79 |
| Cmwa Private Equity 2019 | Private Equity Fund | Ohio | $45.2M | 70 |
| Cmwa Private Equity 2021 | Private Equity Fund | Ohio | $45.2M | 87 |
| Cmwa Private Opportunities Fund Iii | Private Equity Fund | Ohio | $43.9M | 89 |
| Cmwa Defensive Strategies Partnership | Other Private Fund | Ohio | $43.1M | 56 |
| Cmwa Private Equity 2017 | Private Equity Fund | Ohio | $41.2M | 74 |
| Cmwa Capital Appreciation Nq | Other Private Fund | Ohio | $41.1M | 40 |
| Cmwa Private Equity 2015 | Private Equity Fund | Ohio | $37.6M | 76 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas John Smorag | Member, Board Of Managers Member, Member Of Advisory Board Of Cmwa Llc | Personal Financial Specialist | Jan 2018 (9y) | Less than 5% |
| Colby, Neal, Bruce | Chief Financial Officer & Chief Compliance Officer | Mar 2018 (8y) | Less than 5% | |
| Aileen Patricia Bost | Chief Client Officer | CFP | Oct 2019 (7y) | Less than 5% |
| Mccreery, Robert, Douglas | Member, Board Of Managers Member, Member Of Advisory Board Of Cmwa Llc | Jan 2020 (7y) | Less than 5% | |
| Bodnar, Paul, Andrew | Chief Investment Officer | Jul 2023 (3y) | Less than 5% | |
| Amy Ruth Lorius | Registered representative | CFP | Jun 2020 (6y) | |
| Nicholas James Evans | Registered representative | Oct 2021 (5y) | ||
| Benjamin Wallace | Registered representative | CFA | Sep 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cmwa Llc | Sole Member | Jan 2019 | A | 75% or more |
Undisclosed: 0% – 25% 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.
Private funds (28, $1.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cmwa Capital Appreciation Fund Llc | Other Private Fund | $233M | $100K | 192 |
| Cmwa Mid Cap Partnership Llc | Other Private Fund | $194M | $100K | 63 |
| Cmwa Micro Cap Fund Llc | Other Private Fund | $148M | $100K | 94 |
| Cmwa Small Cap Fund Llc | Other Private Fund | $119M | $100K | 85 |
| Cmwa Private Equity 2022 Llc | Private Equity Fund | $85.9M | $100K | 93 |
| Cmwa Foreign Developed Partnership | Other Private Fund | $80.3M | $100K | 71 |
| Cmwa Large Cap Partnership Llc | Other Private Fund | $62.3M | $100K | 60 |
| Cmwa Emerging Markets Partnership | Other Private Fund | $53.0M | $100K | 79 |
| Cmwa Private Equity 2019 | Private Equity Fund | $45.2M | $100K | 70 |
| Cmwa Private Equity 2021 | Private Equity Fund | $45.2M | $100K | 87 |
| Cmwa Private Opportunities Fund Iii | Private Equity Fund | $43.9M | $100K | 89 |
| Cmwa Defensive Strategies Partnership | Other Private Fund | $43.1M | $100K | 56 |
| Cmwa Private Equity 2017 | Private Equity Fund | $41.2M | $100K | 74 |
| Cmwa Capital Appreciation Nq | Other Private Fund | $41.1M | $100K | 40 |
| Cmwa Private Equity 2015 | Private Equity Fund | $37.6M | $100K | 76 |
| Cmwa Private Equity 2016 Llc | Private Equity Fund | $37.2M | $100K | 74 |
| Cmwa Private Equity 2018 Llc | Private Equity Fund | $35.6M | $100K | 67 |
| Cmwa Private Equity 2020 | Private Equity Fund | $34.6M | $100K | 70 |
| Cmwa Private Opportunities Ii | Private Equity Fund | $31.6M | $100K | 56 |
| Cmwa Private Equity 2014 | Private Equity Fund | $15.7M | $100K | 69 |
| Cmwa Private Equity 2012 | Private Equity Fund | $14.7M | $100K | 80 |
| Cmwa Private Opportunities I | Private Equity Fund | $12.7M | $100K | 37 |
| Clanco Opportunities Ii Partnership Llc | Private Equity Fund | $12.1M | $100K | 32 |
| Cmwa Private Equity 2011 Llc | Private Equity Fund | $6.2M | $100K | 63 |
| Clanco Opportunities Partnership Llc | Private Equity Fund | $2.0M | $100K | 47 |
Top 25 of 28 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 6.13 MB | 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • % OF ASSETS MONITORED
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- BNY Mellon $3.3B (90% of AUM) Mar 2026
- Keybank National Association $225M (6% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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) ↗