CWM FINANCIAL GROUP, INC.

CWM FINANCIAL GROUP, INC. of ROCKVILLE, MD is an SEC-registered investment adviser (CRD 117255). Regulatory assets under management: $94.7M.

Registration

• CRD: 117255
• SEC file number: 801-65119
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117255 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search