Cmg Global Holdings, LLC
● SEC registered since 2020CRD 307513SEC# 801-118163Plano, TX
Reg. AUM
$379.4M
Employees
4
Accounts
674
Location
Plano, TX
Cmg Global Holdings, LLC assets under management
Cmg Global Holdings, LLC is an investment advisory firm registered with the SEC based in Plano, TX. The firm has been registered since 2020. It reports $379.4 million in regulatory assets under management and employs 4 people.
Cmg Global Holdings, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Pacholek Control | Member | 50-75% | 2018 |
| Stephen Engels Control | Member And Chief Compliance Officer | 50-75% | 2018 |
Frequently asked questions
How much does Cmg Global Holdings, LLC manage?
Cmg Global Holdings, LLC reports $379.4 million in regulatory assets under management on its Form ADV.
How many employees does Cmg Global Holdings, LLC have?
Cmg Global Holdings, LLC reports 4 employees.
Where is Cmg Global Holdings, LLC located?
Cmg Global Holdings, LLC is based in Plano, TX and has been SEC-registered since 2020.
Does Cmg Global Holdings, LLC disclose fund performance?
Cmg Global Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2500 Dallas Parkway, Suite 400, Plano, TX 75093 |
| Phone | 469-729-7084 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$379.4M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$379.4Mregulatory AUM
Discretionary $350.3MNon-discretionary $29.1M