# CBM FINANCIAL, LLC

CBM FINANCIAL, LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 327254
- Type: SEC-registered investment adviser
- SEC file number: 801-128561
- Location: 9600 GREAT HILLS TRAIL, SUITE 150W, AUSTIN, TX, 78759
- Phone: 512-250-1544
- Latest filing: 2026-03-27
- Regulatory AUM: $234.8M
- Discretionary AUM: $234.8M
- Clients: 3
- Accounts: 587

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327254/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327254/similar
- Related entities: https://search.stillhousedata.com/firm/327254/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327254

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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.