Cbs Funding, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,180,254
Clients
35
Advisors
3
of 3 employees
About
CBS Funding, Inc. provides personalized investment management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers both discretionary and non-discretionary portfolio management, hourly and project-based financial planning, and a range of ERISA plan services including model portfolio allocations and participant-directed plan support.
The firm’s investment work is guided by client-specific investment policy statements, fundamental analysis, and model portfolio allocations that are monitored and rebalanced on a periodic basis; planning work can include Monte Carlo simulations and Social Security claiming analysis. For qualified plans CBS can act as a limited-scope ERISA 3(21) advisor or, with respect to its model portfolios, as an ERISA 3(38) investment manager, and it provides participant education, mapping, and QDIA recommendations when requested.
CBS Funding is notable for its close affiliation with Creative Benefit Strategies, Inc., a pension consulting and actuarial practice whose principals devote the majority of their time to plan design and administration—an uncommon relationship among supported advisory firms. The firm’s leadership includes credentialed actuaries and consultants, and the brochure discloses affiliated insurance and retirement-administration activities and the firm’s procedures to manage those potential conflicts.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 1.50% $100,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% Over $5,000,001+: 0.50%
Commissions received from insurance sales by certain principals; not from advisory fees or securities
Financial planning hourly fee of $250, with a 2 hour or $500 minimum
Account minimum: $25,000 Minimum fee: Ranges from $1,000 to $37,500 annually depending on assets under management Fee-only: 0.25% of assets annually for consultation services of unsupervised assets, hourly fees of $250 with a $500 minimum for financial planning
Main office
10155 Broadview Road, Suite 6
Broadview Heights OH 44147-3296
Advisors at this office
3
Most active in
Michigan · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
Advisors at this firm
Steve P
Series 63, Series 65
Broadview Heights, OH
Cbs Funding, Inc.
Steve Persons is a financial advisor with CBS Funding, Inc. in Broadview Heights, OH, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with CBS Funding since 2011 and is also involved with Creative Benefit Strategies, Inc., a pension consulting and actuarial firm where he spends a majority of his time. Additionally, he works as an insurance agent selling life, disability, and annuities on a limited basis. CBS Funding, Inc. provides personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs client-specific investment policies, fundamental analysis, and model portfolio allocations, offering both discretionary and non-discretionary management alongside ERISA plan services and participant education.
Elaine B
Series 65
Broadview Heights, OH
Cbs Funding, Inc.
Elaine Bartels is a financial advisor at CBS Funding, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at CBS Funding since 2024. In addition to her advisory role, she provides actuarial and consulting services at Creative Benefit Strategies, Inc. CBS Funding, Inc. offers personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses client-specific investment policy statements and fundamental analysis to guide portfolio management and supports a range of ERISA plan services, benefiting from its close affiliation with Creative Benefit Strategies, Inc., a pension consulting and actuarial practice.
Sharon S
Series 65
Broadview Heights, OH
Cbs Funding, Inc.
Sharon Stadul is a Series 65-licensed financial advisor at CBS Funding, Inc. with 12 years of industry experience. She also serves as board treasurer for the National Speakers Association of Ohio and is involved in wellness and health coaching ventures through Stretch Comedy Wellness LLC and Herbs & Humor LLC. CBS Funding, Inc. provides personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs client-specific investment policy statements and fundamental analysis, offering both discretionary and non-discretionary portfolio management alongside ERISA plan services.
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