A complete list of active advisors currently associated with CTM Financial, LLC

Warmer can help you find a great advisor at CTM Financial, LLC or one who fits your needs even better.

CTM Financial, LLC is an independent registered investment adviser that provides portfolio management and advisory services to a small client base of eight clients, including individual investors and some corporate or business clients. The firm reports approximately $10.86 million in regulatory assets under management and generally charges fees based on a percentage of assets under management. As a solo-practitioner firm, the sole managing member supervises client relationships directly and monitors recommendations for suitability, risk tolerance, and any client-imposed restrictions. The firm offers separately managed accounts and, in some strategies, employs derivatives to implement investment objectives and manage exposures. What distinguishes CTM from many peers is the combination of operating as a one-advisor boutique while serving corporate/business clients and explicitly using derivatives within separately managed accounts—features that are uncommon among independent advisers. The firm’s brochure discloses no disciplinary history, no outside business activities, and no additional compensation arrangements, and the same individual has served as the managing member since 2003.

To learn more about the advisors currently working at CTM Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.