Robert Catledge
CMC Financial Group · Atlanta, Georgia
Robert 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 6877821 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cmcfg.com |
How Robert'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 Robert
Is Robert Catledge a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, CMC Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Catledge based?
Robert Catledge is based in Atlanta, Georgia.
Is Robert Catledge registered with the SEC?
Yes. Robert Catledge is registered as an investment adviser representative in GA (CRD 6877821), 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 Robert Catledge?
Through Robert'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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