Wealth manager, independent · Beachwood, OH
CM Wealth Advisors LLC
SEC-registered investment adviser · CRD 119467 · SEC 801-62376
At a glance
CM Wealth Advisors LLC is an SEC-registered investment adviser based in Beachwood, Ohio, with $3.6B in regulatory assets under management as of its Form ADV filed March 24, 2026. It reports 204 individual clients, 131 of them high-net-worth, holding an average of about $8.8 million each, and 24 employees. That ranks it 301st among the nation’s 5,657 independent wealth management RIAs and 17th of 226 in Ohio. It reports 2 custodians for its clients’ separately managed accounts: BNY and Key Bank.
Main office 216-831-9667cmwealthadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.6B
- Rank among independent wealth managers
- #301 of 5,657
- Rank among all SEC RIAs
- #2,552 of 17,210
- Rank in Ohio
- #17 of 226
- Individual clients
- 204
- High-net-worth clients
- 131
- Accounts
- 680
- Discretionary
- 95% of AUM
- Employees
- 24
- Advisory staff
- 11
- Offices
- 1
Owners and executives on its Form ADV
- Douglas J. SmoragChief Operating Officer
- Neal B. ColbyChief Financial Officer & Chief Compliance Officer
- Robert D. McCreerySenior Client Advisor
- Paul A. BodnarChief Investment Officer & CEO
- Aileen P. BostChief Client Officer
- Cynthia G. ReschSenior Investment Strategist
- Benjamin WallaceDirector of Investments
- James W. WertSenior Client Advisor
- Gary G IsakovSenior Client Advisor
Custody and brokerage
Broker-dealer
No broker-dealer ties
CM Wealth Advisors LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 131 | $1.8B | 50% |
| Pooled investment vehicles | 29 | $1.6B | 43% |
| Charitable organizations | 11 | $246M | 7% |
| Individuals | 73 | $14M | <1% |
Private funds
CM Wealth Advisors LLC reports 30 private funds with $1.6B in gross assets: private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
CM Wealth Advisors LLC 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
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗cmwealthadvisors.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- 9 namedLocked
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Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Hamilton CapitalColumbus | $4.9B | 2,744 |
| Prosperity Capital AdvisorsWestlake | $4.4B | 7,469 |
| Ancora Private Wealth Advisors, LLCCleveland | $3.9B | 4,414 |
| Fairway Wealth Management LLCIndependence | $3.0B | 321 |
| SJS Investment ServicesSylvania | $2.9B | 880 |
| Foster & Motley IncCincinnati | $2.9B | 919 |
Background
Questions
How much does CM Wealth Advisors LLC manage?
CM Wealth Advisors LLC reports $3.6B in regulatory assets under management across 680 accounts, 95% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
How many clients does CM Wealth Advisors LLC have?
It reports 204 individual clients: 131 high-net-worth individuals and 73 other individuals. Individuals account for about 50% of its regulatory assets.
Where is CM Wealth Advisors LLC headquartered?
Its main office is in Beachwood, Ohio. It reports 1 office in total and 24 employees, 11 of whom perform investment advisory functions.
How does CM Wealth Advisors LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does CM Wealth Advisors LLC use?
It reports 2 custodians for its clients’ separately managed accounts: BNY and Key Bank. On Schedule D of its Form ADV filed March 24, 2026, it reports these amounts held: BNY ($3.3B); Key Bank ($225M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is CM Wealth Advisors LLC a hybrid RIA with a broker-dealer?
CM Wealth Advisors LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is CM Wealth Advisors LLC a fiduciary?
As an SEC-registered investment adviser, CM Wealth Advisors LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is CM Wealth Advisors LLC’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 (2026-03-24), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →