CBM FINANCIAL, LLC
Legal name: WATERCOLOR FINANCIAL
CRD #327254 SEC #801-128561 AUSTIN, TX 512-250-1544
SEC Registered
Total AUM
$184.8M
Discretionary
$184.8M
Employees
3
Clients
0
Accounts
513
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $184.8M | $184.8M | $0 | 3 | 0 |
| Mar 2025 | $184.8M | $184.8M | $0 | 3 | 0 |
| Mar 2025 | $152.8M | $152.8M | $0 | 3 | 0 |
| Aug 2024 | $152.8M | $152.8M | $0 | 3 | 0 |
| Jun 2024 | $152.8M | $152.8M | $0 | 3 | 0 |
| Mar 2024 | $152.8M | $152.8M | $0 | 3 | 0 |
| Oct 2023 | $111.4M | $111.4M | $0 | 3 | 0 |
| Oct 2023 | $111.4M | $111.4M | $0 | 3 | 0 |
| Sep 2023 | $0 | $0 | $0 | 3 | 0 |
| Jul 2023 | $0 | $0 | $0 | 3 | 0 |
| Jul 2023 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2024
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0