RIA Intel›Advisers›Ohio›CBS FUNDING, INC.

CBS FUNDING, INC.

Advisory

BROADVIEW HEIGHTS, OH

Data as of Jul 29, 2026 · Source: SEC Form ADV

Rank in OH

#672

of 748 advisers by AUM

Average account

$1M

across 62 accounts

AUM per adviser

$24M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$71M

Discretionary AUM$51M

Non-Discretionary AUM$19M

Discretionary %72.8%

Total Clients52

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI, OH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

52 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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