Cfs Cubic Financial Services, Inc.
CRD 126238SEC# 801-121847
No longer SEC-registered. Cfs Cubic Financial Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$145.8M
Employees
1
Accounts
162
Location
—
Cfs Cubic Financial Services, Inc. assets under management
Cfs Cubic Financial Services, Inc. operates as an SEC-registered investment adviser. It reports $145.8 million in regulatory assets under management and employs 1 people.
Cfs Cubic Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Christopher Cubic Control | President/Chief Compliance Officer | Under 5% | 1998 |
| Mercer Global Advisors Inc. Control | Parent Company | Over 75% | 2024 |
Frequently asked questions
How much does Cfs Cubic Financial Services, Inc. manage?
Cfs Cubic Financial Services, Inc. reports $145.8 million in regulatory assets under management on its Form ADV.
How many employees does Cfs Cubic Financial Services, Inc. have?
Cfs Cubic Financial Services, Inc. reports 1 employees.
Does Cfs Cubic Financial Services, Inc. disclose fund performance?
Cfs Cubic Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00-4:00 |
| Discloses disciplinary history | No |
Regulatory AUM
$145.8MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$145.8Mregulatory AUM
Discretionary $145.8M