CDM FINANCIAL COUNSELING SERVICES, INC.
Legal name: THAMES FINANCIAL MANAGEMENT
CRD #126295 SEC #801-112929 NORWICH, CT 860-886-5108
SEC Registered
Total AUM
$275.4M
Discretionary
$162.2M
Employees
2
Clients
1
Accounts
568
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $275.4M | $162.2M | $113.2M | 2 | 2 |
| Jan 2025 | $275.4M | $162.2M | $113.2M | 2 | 2 |
| Jan 2025 | $236.8M | $139M | $97.8M | 2 | 2 |
| Jan 2024 | $236.8M | $139M | $97.8M | 2 | 2 |
| Jan 2024 | $236.8M | $139M | $97.8M | 2 | 2 |
| Jan 2024 | $197.4M | $111.5M | $85.9M | 2 | 1 |
| Oct 2023 | $197.4M | $111.5M | $85.9M | 3 | 1 |
| Oct 2023 | $197.4M | $111.5M | $85.9M | 3 | 1 |
| Jan 2023 | $197.4M | $111.5M | $85.9M | 3 | 1 |
| Feb 2022 | $203.1M | $100.9M | $102.1M | 3 | 2 |
| Dec 2021 | $162.2M | $83.5M | $78.7M | 3 | 1 |
| Jun 2021 | $162.2M | $83.5M | $78.7M | 3 | 1 |
| Mar 2021 | $162.2M | $83.5M | $78.7M | 3 | 1 |
| Jan 2021 | $144.7M | $60.1M | $84.6M | 5 | 2 |
| Sep 2020 | $144.7M | $60.1M | $84.6M | 5 | 2 |
| Jul 2020 | $144.7M | $60.1M | $84.6M | 5 | 2 |
| Jun 2020 | $144.7M | $60.1M | $84.6M | 5 | 2 |
| Apr 2020 | $144.7M | $60.1M | $84.6M | 5 | 2 |
| Mar 2020 | $144.7M | $60.1M | $84.6M | 5 | 2 |
| Mar 2019 | $125.2M | $51.7M | $73.5M | 5 | 1 |
| Mar 2018 | $118.9M | $45.4M | $73.6M | 4 | 1 |
| Aug 2012 | $74.6M | $22.9M | $51.8M | 1 | 26 |
| Apr 2012 | $74.6M | $22.9M | $51.8M | 1 | 26 |
| Mar 2011 | $63.7M | $18.1M | $45.6M | 5 | -- |
| Apr 2009 | $47.5M | $13.9M | $33.6M | 5 | -- |
| Dec 2006 | $35.8M | $4.5M | $31.3M | 5 | -- |
DateDec 2025
Total AUM$275.4M
Discretionary$162.2M
Non-Disc.$113.2M
Employees2
Clients2
DateJan 2025
Total AUM$275.4M
Discretionary$162.2M
Non-Disc.$113.2M
Employees2
Clients2
DateJan 2025
Total AUM$236.8M
Discretionary$139M
Non-Disc.$97.8M
Employees2
Clients2
DateJan 2024
Total AUM$236.8M
Discretionary$139M
Non-Disc.$97.8M
Employees2
Clients2
DateJan 2024
Total AUM$236.8M
Discretionary$139M
Non-Disc.$97.8M
Employees2
Clients2
DateJan 2024
Total AUM$197.4M
Discretionary$111.5M
Non-Disc.$85.9M
Employees2
Clients1
DateOct 2023
Total AUM$197.4M
Discretionary$111.5M
Non-Disc.$85.9M
Employees3
Clients1
DateOct 2023
Total AUM$197.4M
Discretionary$111.5M
Non-Disc.$85.9M
Employees3
Clients1
DateJan 2023
Total AUM$197.4M
Discretionary$111.5M
Non-Disc.$85.9M
Employees3
Clients1
DateFeb 2022
Total AUM$203.1M
Discretionary$100.9M
Non-Disc.$102.1M
Employees3
Clients2
DateDec 2021
Total AUM$162.2M
Discretionary$83.5M
Non-Disc.$78.7M
Employees3
Clients1
DateJun 2021
Total AUM$162.2M
Discretionary$83.5M
Non-Disc.$78.7M
Employees3
Clients1
DateMar 2021
Total AUM$162.2M
Discretionary$83.5M
Non-Disc.$78.7M
Employees3
Clients1
DateJan 2021
Total AUM$144.7M
Discretionary$60.1M
Non-Disc.$84.6M
Employees5
Clients2
DateSep 2020
Total AUM$144.7M
Discretionary$60.1M
Non-Disc.$84.6M
Employees5
Clients2
DateJul 2020
Total AUM$144.7M
Discretionary$60.1M
Non-Disc.$84.6M
Employees5
Clients2
DateJun 2020
Total AUM$144.7M
Discretionary$60.1M
Non-Disc.$84.6M
Employees5
Clients2
DateApr 2020
Total AUM$144.7M
Discretionary$60.1M
Non-Disc.$84.6M
Employees5
Clients2
DateMar 2020
Total AUM$144.7M
Discretionary$60.1M
Non-Disc.$84.6M
Employees5
Clients2
DateMar 2019
Total AUM$125.2M
Discretionary$51.7M
Non-Disc.$73.5M
Employees5
Clients1
DateMar 2018
Total AUM$118.9M
Discretionary$45.4M
Non-Disc.$73.6M
Employees4
Clients1
DateAug 2012
Total AUM$74.6M
Discretionary$22.9M
Non-Disc.$51.8M
Employees1
Clients26
DateApr 2012
Total AUM$74.6M
Discretionary$22.9M
Non-Disc.$51.8M
Employees1
Clients26
DateMar 2011
Total AUM$63.7M
Discretionary$18.1M
Non-Disc.$45.6M
Employees5
Clients--
DateApr 2009
Total AUM$47.5M
Discretionary$13.9M
Non-Disc.$33.6M
Employees5
Clients--
DateDec 2006
Total AUM$35.8M
Discretionary$4.5M
Non-Disc.$31.3M
Employees5
Clients--