Cbm Financial, LLC
● SEC registered since 2023CRD 327254SEC# 801-128561Austin, TX
Reg. AUM
$234.8M
Employees
3
Accounts
587
Location
Austin, TX
Cbm Financial, LLC assets under management
Cbm Financial, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2023. It reports $234.8 million in regulatory assets under management and employs 3 people.
Cbm Financial, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cathryn Grange Control | Managing Member | 25-50% | 2020 |
| Hal Bleckley Dobbs Control | Chief Compliance Officer & Managing Member | 25-50% | 2023 |
| Megan Kelly Poore Control | Managing Member | 25-50% | 2020 |
Frequently asked questions
How much does Cbm Financial, LLC manage?
Cbm Financial, LLC reports $234.8 million in regulatory assets under management on its Form ADV.
How many employees does Cbm Financial, LLC have?
Cbm Financial, LLC reports 3 employees.
Where is Cbm Financial, LLC located?
Cbm Financial, LLC is based in Austin, TX and has been SEC-registered since 2023.
Does Cbm Financial, LLC disclose fund performance?
Cbm Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9600 Great Hills Trail, Suite 150w, Austin, TX 78759 |
| Phone | 512-250-1544 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$234.8M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$234.8Mregulatory AUM
Discretionary $234.8M