# CMC Financial Group, LLC

> CMC Financial Group, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 292413
- Filed as: CMC FINANCIAL GROUP, LLC
- Also doing business as: CMC FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292413
- AdvisorCensus page: https://advisorcensus.com/firm/cmc-financial-group-llc-atlanta-ga-292413

## Quick answers

**How is CMC Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CMC Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is CMC Financial Group, LLC located?**
CMC Financial Group, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is CMC Financial Group, LLC registered with the SEC or a state?**
CMC Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292413.

**How much does CMC Financial Group, LLC manage?**
CMC Financial Group, LLC reports $119,251,744 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (70% discretionary).

**How have CMC Financial Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for CMC Financial Group, LLC: Regulatory assets under management: $215,856,494 in the October 2021 data and $119,251,744 in the October 2026 data, down 45%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CMC Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); other (54); high net worth individuals (29).

**Which custodians does CMC Financial Group, LLC use?**
CMC Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Trade-PMR Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does CMC Financial Group, LLC report any disciplinary disclosures?**
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/292413

**Does CMC Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "There is no account minimum for any of CMCFG’s services."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: None

> There is no account minimum for any of CMCFG’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Trade-PMR Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $119,251,744
- Discretionary: $83,202,803
- Non-discretionary: $36,048,941

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $29,339,230 |
| High net worth individuals | 29 | $81,092,022 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,261 |
| Other | 54 | $8,818,231 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cmcfg.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $215,856,494 | 6 | March 19, 2021 |
| October 2022 | $221,367,103 | 6 | March 9, 2022 |
| October 2023 | $187,647,284 | 4 | March 23, 2023 |
| October 2024 | $196,337,862 | 4 | March 28, 2024 |
| October 2025 | $109,893,508 | 4 | March 17, 2025 |
| October 2026 | $119,251,744 | 4 | March 5, 2026 |

Regulatory assets under management: $215,856,494 in the October 2021 data and $119,251,744 in the October 2026 data, down 45%.
Total employees: 6 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CMC Financial Group, LLC (CRD 292413): Form ADV filing data as of October 2026.