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CFS Wealth Management
Todd Smith founded Scottsdale-based RIA CFS Wealth Management in 2006, structuring alternative allocations for high-net-worth families.
CFS Wealth Management
Enjoy today. Plan for tomorrow. | Consolidate your investment accounts with a fiduciary. CFS is an independent wealth management firm, registered as an Investment Advisor with the SEC. We first seek to consolidate and simplify our clients' current financial matters; we then develop and implement a plan to help achieve their goals.
General information
Firm type
RIA
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Macon
Corporate office
Scottsdale, AZ, United States
Principals
Todd C. Smith
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at CFS Wealth Management?
Founder and CEO Todd C. Smith leads the firm's investment committee and client advisory work. Smith established CFS in 2006 after prior experience in the wealth management industry. The firm does not publish a roster of additional investment professionals.
How does CFS access alternative investments for clients?
CFS evaluates third-party alternative managers and direct placement offerings rather than operating in-house funds. Historical focus areas include private real estate partnerships, private credit, hedge fund strategies, and private equity commitments. The firm selects offerings based on individual client suitability and portfolio fit.
Is CFS structured as a single family office or a multi-client firm?
CFS operates as a registered investment advisor (RIA) serving multiple high-net-worth families, not as a single family office. The firm's fiduciary RIA structure means it is legally obligated to act in each client's best interest. It does not pool client capital into a proprietary fund vehicle.
Where does CFS focus its real estate exposure?
Much of CFS's real estate allocation targets Sun Belt markets, consistent with the firm's Scottsdale, Arizona headquarters. The firm has participated in both commercial and residential private real estate vehicles. Specific partnership names are not publicly disclosed by the firm.
What is CFS Wealth Management's AUM?
CFS does not publicly disclose assets under management. As an independently owned RIA without a public AUM filing requirement, the firm keeps client asset totals private. The firm's size and AUM band remain undisclosed.
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