# Community Financial Group, Inc.

> Community Financial Group, Inc. is a state-registered investment advisory firm in Marlborough, MA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 129472
- Filed as: COMMUNITY FINANCIAL GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marlborough, MA
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129472
- AdvisorCensus page: https://advisorcensus.com/firm/community-financial-group-inc-marlborough-ma-129472

## Quick answers

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

**Where is Community Financial Group, Inc. located?**
Community Financial Group, Inc.'s principal office is in Marlborough, MA, according to its Form ADV.

**Is Community Financial Group, Inc. registered with the SEC or a state?**
Community Financial Group, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 129472.

**How much does Community Financial Group, Inc. manage?**
Community Financial Group, Inc. reports $92,873,814 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

**What types of clients does Community Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (74); high net worth individuals (21).

**Does Community Financial Group, 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/129472

## 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: $92,873,814
- Discretionary: $92,873,814
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $35,194,765 |
| High net worth individuals | 21 | $54,679,049 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,000,000 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Community Financial Group, Inc. (CRD 129472): Form ADV filing data as of October 2026.