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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does CM Wealth Advisors have?","answer":"CM Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 24 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does CM Wealth Advisors invest in?","answer":"At the end of its last fiscal year, CM Wealth Advisors’ separately managed accounts held 61% pooled vehicles (private funds and similar), 29% derivatives, 7% exchange-traded equities, 2% cash and equivalents and 1% state and local bonds. It advises 30 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns CM Wealth Advisors?","answer":"CM Wealth Advisors’ direct owners are Douglas Smorag, Neal Colby, Robert McCreery, Paul Bodnar, Aileen Bost, Cynthia Resch, Benjamin Wallace, James Wert and Gary Isakov, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does CM Wealth Advisors get paid?","answer":"CM Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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