CM FINANCIAL ADVISORS, LLC

CM FINANCIAL ADVISORS, LLC of ROCKY HILL, CT is an SEC-registered investment adviser (CRD 109991). Regulatory assets under management: $47.9M.

Registration

• CRD: 109991
• Type: Registered investment adviser
• Location: 35 COLD SPRING ROAD, ROCKY HILL, CT, 06067
• Phone: 860-563-5505
• Latest filing: 2026-07-20
• Regulatory AUM: $47.9M
• Discretionary AUM: $47.9M
• Clients: 2
• Accounts: 88

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109991 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search