CBM FINANCIAL, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 327254). Regulatory assets under management: $234.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Megan Kelly Poore | MANAGING MEMBER; MEMBER OF LLC | — |
| Hal Bleckley Dobbs | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | — |
| Cathryn Grange | MANAGING MEMBER; MEMBER OF LLC | — |
| POORE MEGAN KELLY | MEMBER OF LLC | — |
| DOBBS HAL BLECKLEY | CHIEF COMPLIANCE OFFICER | — |
| GRANGE CATHRYN | MEMBER OF LLC | — |