# CFS Financial

CFS Financial is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed
- **Website:** cfsfinancial.com

## Regulatory record

- **CRD number:** 173972
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173972

## About

CFS Financial, LLC is a state-registered investment adviser in Salem, MA. The firm manages approximately $2 million in regulatory assets. It has 3 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at CFS Financial?

Public records do not identify any named principals or investment decision-makers at CFS Financial LLC. The firm has not filed publicly accessible corporate officer listings, and no credible publication has reported on its leadership. Without primary sources, the individuals responsible for allocations remain unknown.

### What investment stages or asset classes does CFS Financial target?

CFS Financial's investment strategy has not been publicly disclosed. No reports, filings, or press releases indicate whether the firm focuses on private equity, venture capital, real estate, credit, public equities, or alternative assets. Third-party data vendors do not provide reliable coverage of this entity.

### What known portfolio companies or deals involve CFS Financial?

No direct investments, co-investments, or fund commitments have been publicly attributed to CFS Financial. The firm does not appear in regulatory filings, deal announcements, or capital-formation documents tracked by major data providers.

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Last updated: 2026-08-10T23:49:37.812Z

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