# CWM FINANCIAL GROUP, INC.

CWM FINANCIAL GROUP, INC. of ROCKVILLE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 117255
- Type: SEC-registered investment adviser
- SEC file number: 801-65119
- Location: 1 RESEARCH COURT, ROCKVILLE, MD, 20850
- Phone: (301) 840-1188
- Latest filing: 2026-02-09
- Regulatory AUM: $94.7M
- Discretionary AUM: $94.7M
- Clients: 1
- Accounts: 155

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| PETERSON JOHN DAVID | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117255/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117255/similar
- Related entities: https://search.stillhousedata.com/firm/117255/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117255

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.