{
  "crd_number": 305135,
  "slug": "cfm-wealth-partners-llc-austin-tx-305135",
  "primary_business_name": "CFM WEALTH PARTNERS LLC",
  "legal_name": "CFM WEALTH PARTNERS LLC",
  "dbas": [],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-09-24",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-08-10",
  "carried_forward": false,
  "raum_total": 885842605.0,
  "raum_discretionary": 885842605.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 29306870.0,
      "count": 8
    },
    "individuals": {
      "raum": 46260468.0,
      "count": 136
    },
    "pension_profit_sharing": {
      "raum": 8509298.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 762750496.0,
      "count": 131
    },
    "corporations_other_businesses": {
      "raum": 39015473.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "LA",
    "NM",
    "TX"
  ],
  "websites": [
    "https://cfmwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305135",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/cfm-wealth-partners-llc-austin-tx-305135",
  "display_name": "CFM Wealth Partners LLC",
  "summary": "CFM Wealth Partners LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 10, 2026.",
  "citation": "AdvisorCensus. CFM Wealth Partners LLC (CRD 305135): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is CFM Wealth Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CFM Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does CFM Wealth Partners LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated August 10, 2026 states: Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is CFM Wealth Partners LLC located?",
      "a": "CFM Wealth Partners LLC's principal office is in Austin, TX, according to its Form ADV."
    },
    {
      "q": "Is CFM Wealth Partners LLC registered with the SEC or a state?",
      "a": "CFM Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305135."
    },
    {
      "q": "How much does CFM Wealth Partners LLC manage?",
      "a": "CFM Wealth Partners LLC reports $885,842,605 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have CFM Wealth Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for CFM Wealth Partners LLC: Regulatory assets under management: $483,954,502 in the October 2021 data and $885,842,605 in the October 2026 data, up 83%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does CFM Wealth Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (136); high net worth individuals (131); charitable organizations (8)."
    },
    {
      "q": "Which custodians does CFM Wealth Partners LLC use?",
      "a": "CFM Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does CFM Wealth Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305135"
    },
    {
      "q": "Does CFM Wealth Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 10, 2026 says: \"CFM requires a minimum relationship size of $3,000,000 to effectively implement its investment process. This minimum may be waived at the sole discretion of the Advisor.\""
    },
    {
      "q": "What changed in CFM Wealth Partners LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $760,860,746 to $885,842,605 (+16%). Employees performing advisory functions went from 2 to 1."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 483954502.0,
      "total_employees": 4,
      "filing_date": "2021-08-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 576318057.0,
      "total_employees": 4,
      "filing_date": "2022-08-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 472676541.0,
      "total_employees": 4,
      "filing_date": "2023-01-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 585520055.0,
      "total_employees": 5,
      "filing_date": "2024-05-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 760860746.0,
      "total_employees": 4,
      "filing_date": "2025-06-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 885842605.0,
      "total_employees": 3,
      "filing_date": "2026-08-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $760,860,746 to $885,842,605 (+16%).",
        "Employees performing advisory functions went from 2 to 1."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 10, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.75% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "$3,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment advisory fees range from 0.75% to 1.25% annually based on several factors, including: the complexity of the services to be provided, the inclusion of financial planning services, the level of assets to be managed, and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "CFM requires a minimum relationship size of $3,000,000 to effectively implement its investment process. This minimum may be waived at the sole discretion of the Advisor."
        ]
      }
    ],
    "quotes": [
      "Investment advisory fees range from 0.75% to 1.25% annually based on several factors, including: the complexity of the services to be provided, the inclusion of financial planning services, the level of assets to be managed, and the overall relationship with the Advisor.",
      "CFM requires a minimum relationship size of $3,000,000 to effectively implement its investment process. This minimum may be waived at the sole discretion of the Advisor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cfm-wealth-partners-llc-austin-tx-305135.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 136,
      "fewer_than_5": false,
      "raum": 46260468.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 131,
      "fewer_than_5": false,
      "raum": 762750496.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 8509298.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 29306870.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 39015473.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305135",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}