Investment adviser · CRD 123811
CMC ADVISORS, INC.
Investment adviser filing (IA)
BOCA RATON, FL, United States · Form ADV filed Feb 3, 2026
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 271 | $0 | Not reported |
Filing source
Form ADV 2046290 · Feb 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 3, 2026. View historical filings
Reported services
Pension consulting
Compensation
Not reported in these imported fields
Principal office
433 PLAZA REAL, SUITE 275BOCA RATON, FL, 33432, United States
CRD 123811
Filing source
Form ADV 2046290 · Feb 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.