RIA Intel›Advisers›Georgia›CMA FINANCIAL SERVICES, LLC

CMA FINANCIAL SERVICES, LLC

Advisory

GA

Data as of May 12, 2026 · Source: SEC Form ADV

Average account

$78K

across 169 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients90

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, 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

90 clients

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

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Advisers of similar size in GA

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

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AVERE WEALTH MANAGEMENT, LLC

$13M

AF CAPITAL MANAGEMENT, LLC

$14M

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