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Cbm Financial, LLC

● SEC registered since 2023CRD 327254SEC# 801-128561Austin, TX
Export (members)
Reg. AUM
$152.8M
Employees
3
Accounts
473
Location
Austin, TX

Cbm Financial, LLC assets under management

Cbm Financial, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2023. It reports $152.8 million in regulatory assets under management and employs 3 people.
www.watercolorfinancial.comView on SEC.gov ↗

Cbm Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Cathryn Grange ControlMember Of Llc25-50%2020
Hal Bleckley Dobbs ControlChief Compliance Officer25-50%2023
Megan Kelly Poore ControlMember Of Llc25-50%2020

Frequently asked questions

How much does Cbm Financial, LLC manage?

Cbm Financial, LLC reports $152.8 million in regulatory assets under management on its Form ADV.

How many employees does Cbm Financial, LLC have?

Cbm Financial, LLC reports 3 employees.

Where is Cbm Financial, LLC located?

Cbm Financial, LLC is based in Austin, TX and has been SEC-registered since 2023.

Does Cbm Financial, LLC disclose fund performance?

Cbm Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9600 Great Hills Trail, Suite 150w, Austin, TX 78759
Phone512-250-1544
Office hours9a.m. To 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$152.8M
Non-discretionary$0
Total (RAUM)$152.8M