# CBS Funding, Inc.

> CBS Funding, Inc. is a state-registered investment advisory firm in Broadview Heights, OH, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 158408
- Filed as: CBS FUNDING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Broadview Heights, OH
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158408
- AdvisorCensus page: https://advisorcensus.com/firm/cbs-funding-inc-broadview-heights-oh-158408

## Quick answers

**How is CBS Funding, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), CBS Funding, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CBS Funding, Inc. located?**
CBS Funding, Inc.'s principal office is in Broadview Heights, OH, according to its Form ADV.

**Is CBS Funding, Inc. registered with the SEC or a state?**
CBS Funding, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158408.

**How much does CBS Funding, Inc. manage?**
CBS Funding, Inc. reports $70,526,550 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (73% discretionary).

**What types of clients does CBS Funding, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); pension and profit sharing plans (but not the plan participants or government pension plans) (17); high net worth individuals (2).

**Does CBS Funding, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158408

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $70,526,550
- Discretionary: $51,356,655
- Non-discretionary: $19,169,895

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $5,810,052 |
| High net worth individuals | 2 | $19,370,202 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $45,346,296 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cbsfunding.net
- LinkedIn @cbs-funding-inc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CBS Funding, Inc. (CRD 158408): Form ADV filing data as of October 2026.