RIA Intel›Advisers›Pennsylvania›CMS FUND ADVISERS, LLC

CMS FUND ADVISERS, LLC

Advisory

N·WYNNEWOOD, PA

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$846K
1-Year AUM Growth
-85.6%
3-Year CAGR
-74.6%
Employees
4
Assets Under Management
Total AUM$846K
Discretionary AUM$846K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)-20.0%
Filing History
Total Filings on Record35
First FilingOct 5, 2010
Latest FilingMar 31, 2025
🔒 Full AUM trend chart and 35 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

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