Cmg Global Holdings, Llc
- Regulatory AUM
- $379M
- Discretionary
- $350M
- Clients
- 332
- Avg AUM / client
- $1.1M
- Accounts
- 674
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 203 | $58.9M | 15.5% |
| High net worth individuals | 122 | $309M | 81.4% |
| Pension and profit sharing plans | 1 | $6.2M | 1.64% |
| Charitable organizations | 5 | $873K | 0.23% |
| Corporations and other businesses | 1 | $4.4M | 1.15% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Paul Pacholek | Member | CFP | Jun 2018 (8y) | 50% – 75% |
| Stephen Mark Engels | Member And Chief Compliance Officer | CFP | Jun 2018 (8y) | 50% – 75% |
| Diana Brown | Registered representative | May 2020 (6y) | ||
| Robert Lawrence Engels | Registered representative | Apr 2023 (3y) | ||
| Matthew Stephen Engels | Registered representative | Jul 2024 (2y) | ||
| Michael Louis George | Registered representative | Jul 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 951 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $342M (90% of AUM) Jul 2026
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: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗