Wealth manager, independent · Macon, GA
CFS Wealth Management
CFS Wealth Management, LLC · SEC-registered investment adviser · CRD 135579 · SEC 801-130591
At a glance
CFS Wealth Management is an SEC-registered investment adviser based in Macon, Georgia, with $189 million in regulatory assets under management as of its Form ADV filed March 12, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 465 individual clients. By Form ADV it is a wealth manager, ranked 6,003rd of 8,915 wealth managers and 12,519th of 17,210 SEC-registered advisers by assets.
Main office 478-471-1875cfswealth.comAs filed on Form ADV
- Regulatory AUM
- $189M
- Rank among wealth managers
- #6,003 of 8,915
- Rank among all SEC RIAs
- #12,519 of 17,210
- Rank in Georgia
- #250 of 331
- Individual clients
- 465
- High-net-worth clients
- 69
- Accounts
- 465
- Discretionary
- 96% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Wade T. ChapmanSole Member, Managing Member, Named President, Chief Compliance Officer & (3.2008) 100% Owner
Custody and brokerage
Broker-dealer
Hybrid RIA
CFS Wealth Management is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Steve Anderson is a registered representative with Purshe Kaplan Sterling Investments (PKS).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 69 | $146M | 77% |
| Individuals | 396 | $43M | 23% |
Disciplinary disclosures
CFS Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗cfswealth.com ↗
AtlasMembers
The full record on CFS Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 5,871 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CFS Wealth Management manage?
CFS Wealth Management reports $189 million in regulatory assets under management across 465 accounts, 96% of it on a discretionary basis, on its Form ADV filed March 12, 2026.
What kind of firm is CFS Wealth Management?
CFS Wealth Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are CFS Wealth Management’s clients?
By assets, its largest client types are high-net-worth individuals ($146 million, 69 clients); individuals ($43 million, 396 clients).
Does CFS Wealth Management have any disciplinary history?
CFS Wealth Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is CFS Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →