SourcingSourcing

CFS WEALTH MANAGEMENT, LLC

B53
CRD 135579·SEC 801-130591·MACON, GA
AUM
$189.1M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$567K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CFS WEALTH MANAGEMENT, LLC
CRD
135579
SEC file #
801-130591
EIN
—
DBA names
Cfs Wealth Management

Economics

AUM
$189.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$158.7M → $189.1M▲ +19%
Client mix
Individuals Other396
Individuals High Net Worth69

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
MACON GA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
cfswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHAPMAN, WADE, TIMOTHY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CHAPMAN, WADE, TIMOTHY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CFSWEALTH.COM
Rdap Domain Creation Date
2005-11-03T16:50:18Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2692
Soi Zip Pct 200k Plus
0.1028
Soi Zip Returns 200k Plus
1,630
Soi Zip Total AGI
1,775,135
Fdic Zip Total Deposits
30,394,515,000
Fdic Zip Branch Count
535
Fdic Zip Top Banks
State Bank and Trust Company
Cadence Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
First Union National Bank of GeorgiaMacon, GA
Bank South, National AssociationMacon, GA
Fdic Zip HHI
643.64
Fdic Zip Top Bank Share Pct
14.21
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-03T15:50:18Z
Rdap Domain Last Changed
2025-08-15T19:28:42Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI59,802
Returns4,550
Stub 2
AGI129,649
Returns3,550
Stub 3
AGI131,473
Returns2,130
Soi Zip Total Business Income
49,705
Soi Zip Total Cap Gains
219,117
Soi Zip Total Dividends
62,980
Soi Zip Total Returns
15,860
Top Owner CRD
2852176
Trust Company Affiliate
No

People (5)

5
CHAPMAN, WADE, TIMOTHY
IAR · Direct Owner · 87.5%
2852176
LUCINDA F DALLAS
IAR
3270458
STEPHEN DALE ANDERSON
IAR
2507388
CROSSLAND, CURTIS, JAMES
IAR
5972939
SUTTLE, DUSTIN, GRAY
IAR
4607086