You're signed outSign in or to get full access.
CFS Investment Advisory Services, LLC
CFS Investment Advisory Services, LLC is a registered investment adviser based in Totowa, New Jersey. Founded in 1998, the firm provides financial advice and investment management services, emphasizing straightforward and client-centered guidance. Serving individuals—both high-net-worth and otherwise—as well as pension and profit sharing plans, CFSIAS operates with a fiduciary duty and is regulated by the SEC. As of 2025, it has approximately 10-16 employees, the majority of whom are investment professionals.
Investment Strategy
CFS Investment Advisory Services employs a client-focused strategy that combines personalized financial planning with sophisticated, yet straightforward investment management. The firm provides investment solutions tailored to individual and institutional client goals, seeking to simplify complex financial matters while acting as a fiduciary. They utilize discretionary and non-discretionary account management, with a significant focus on high-net-worth individuals and retirement plans, employing asset allocation and diversified portfolio strategies to meet client objectives.
Latest 13F Filing Activity
CFS Investment Advisory Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 322 equity positions with a total 13F market value of $1B. The fund increased holdings in Blackrock Etf Trust, Ishares Inc., Ishares TR among other positions. CFS Investment Advisory Services, LLC reduced exposure to SPDR Series Trust, Ishares Inc., Ishares TR among others.
Top Holdings
Equity Positions (322)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PTLC | PACER FDS TR | 8.49% | $103.8M | 2,044,052 | $39.74 | $50.76 | +$1.2M |
S SPLG | SPDR SERIES TRUST | 4.51% | $55.1M | 758,262 | $52.75 | $72.69 | -$10.0M |
V VUG | VANGUARD INDEX FDS | 3.86% | $47.1M | 107,506 | $376.70 | $438.40 | +$4.6M |
D DYNF | BLACKROCK ETF TRUST | 2.65% | $32.4M | 595,696 | $44.85 | $54.46 | +$3.6M |
Q QUAL | ISHARES TR | 2.63% | $32.1M | 175,639 | $133.74 | $182.82 | +$2.5M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more