# CFS Investment Advisory Services

CFS Investment Advisory Services is a Bank / Wealth / Trust based in Totowa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Totowa, United States
- **Region:** North America
- **Address:** Totowa, NJ, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** cfsias.com
- **LinkedIn:** https://www.linkedin.com/company/cfs-investment-advisory-services

## Regulatory record

- **CRD number:** 106577
- **SEC file number:** 801-45064
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106577

## About

CFS Investment Advisory Services was founded in 1998 in New Jersey. The firm functions as a registered investment adviser providing asset management alongside financial planning. Services cover portfolio construction, pension consulting, and ongoing advisory for individuals as well as profit-sharing plans, trusts, estates, and corporate entities. No specific asset-class allocations or named holdings appear in available records. Geographic activity remains centered in the United States. Team size, additional offices, and adjacent vehicles are not publicly detailed. No operational events from the past 24 months have been identified. The firm maintains a conventional RIA structure with no disclosed hybrid vehicles or succession arrangements beyond standard advisory registration.

## Questions

### Who runs investment decisions at CFS Investment Advisory Services?

No named principals or CIO appear in public records. Decision authority rests with the registered investment adviser entity.

### Does CFS Investment Advisory Services participate in fund commitments or only direct deals?

Public information does not specify fund commitments versus direct holdings. The firm lists portfolio management among its services.

### What investment stages does CFS Investment Advisory Services typically target?

No stage focus is disclosed. Services descriptions emphasize ongoing portfolio management rather than venture or private equity stages.

### How is CFS Investment Advisory Services related to any parent or affiliated vehicle?

No parent company, foundation, or spinout is identified in the records consulted.

## Related profiles

- [CF Private Equity](https://altss.com/profile/cf-private-equity)
- [CF Startups](https://altss.com/profile/cf-startups)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cfs-investment-advisory-services

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