# CMC Financial Group

CMC Financial Group is a Bank / Wealth / Trust based in Atlanta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** cmcfg.com
- **LinkedIn:** https://www.linkedin.com/company/cmc-financial-group

## Regulatory record

- **CRD number:** 292413
- **SEC file number:** 801-112662
- **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/292413

## About

CMC Financial Group was established in 2008 as a US-based wealth manager and registered investment advisor. The firm focuses on advisory services including financial planning, investment planning, and portfolio management. It serves individuals and small businesses through direct client relationships. No public information details specific asset classes, named holdings, or geographic deployment beyond its Atlanta base. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months appear in available records. The firm maintains a standard RIA structure with no disclosed hybrid vehicles, succession arrangements, or co-investment mandates.

## Questions

### Who runs investment decisions at CMC Financial Group?

No named principals or CIO appear in public records.

### Does CMC Financial Group participate in fund commitments or only direct deals?

Public information shows only advisory services; no fund commitments or direct deals are disclosed.

## Related profiles

- [CMCC Global](https://altss.com/profile/cmcc-global)
- [CMD Capital](https://altss.com/profile/cmd-capital)

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

Canonical page: https://altss.com/profile/cmc-financial-group

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