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.
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 |