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CALLAWAY FINANCIAL SERVICES
CFS ADVISORS, LLC
CRD 172117
301 S CENTER ST, SUITE 420, ARLINGTON, TX, 76010, United States
Phone
817-274-4877
Fax
817-274-5644
Registration
— (—)
Source
State registered
Total AUM
$22.6M
Discretionary AUM
$20.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $14.9M |
| High net worth individuals | 4 | $2.8M |
| Pension/profit sharing plans | 5 | $5.0M |
All web addresses on file
Official SEC filing: View on IAPD