# CFS Wealth Management

CFS Wealth Management is a RIA based in Macon, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Macon, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** cfswm.com
- **LinkedIn:** https://www.linkedin.com/company/cfs-wealth-management

## Regulatory record

- **CRD number:** 135579
- **SEC file number:** 801-130591
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135579

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Private Equity

## People

- Todd C. Smith — Founder and CEO

## 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.

### 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.

## Related profiles

- [PROPOLIS CAPITAL MANAGEMENT](https://altss.com/profile/propolis-capital-management)
- [MODICA FINANCIAL SERVICES](https://altss.com/profile/modica-financial-services)

---

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

Canonical page: https://altss.com/profile/cfs-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology