CBS FUNDING, INC.

CBS FUNDING, INC. of BROADVIEW HEIGHTS, OH is an SEC-registered investment adviser (CRD 158408). Regulatory assets under management: $70.5M.

Registration

• CRD: 158408
• Type: Registered investment adviser
• Location: 10155 BROADVIEW ROAD, BROADVIEW HEIGHTS, OH, 44147-3296
• Phone: 440-717-1604
• Latest filing: 2026-07-29
• Regulatory AUM: $70.5M
• Discretionary AUM: $51.4M
• Non-discretionary AUM: $19.2M
• Clients: 3
• Accounts: 62

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158408 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search