Philip Catledge
CMC Financial Group · Atlanta, Georgia
Philip Catledge is a fee-only financial advisor at CMC Financial Group in Atlanta, Georgia. CMC Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | CMC Financial Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $119.3M across 365 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1493580 |
| Exams passed | Series 63 (1986) · Series 65 (1991) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cmcfg.com |
| Profile |
How Philip's firm compares
- CMC Financial Group's average account is about $327,000, from its Form ADV (assets managed divided by 365 accounts).
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Questions about Philip
Is Philip Catledge a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and CMC Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, CMC Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Philip Catledge based?
Philip Catledge is based in Atlanta, Georgia.
Is Philip Catledge registered with the SEC?
Yes. Philip Catledge is registered as an investment adviser representative in GA (CRD 1493580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CMC Financial Group manage?
CMC Financial Group reports $119.3M across 365 accounts in assets under management.
How do I contact Philip Catledge?
Through Philip's website, www.cmcfg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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