# Steve Persons

> Steve Persons is a fee-only financial advisor at CBS Funding in Broadview Heights, Ohio. CBS Funding reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steve-persons/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** CBS Funding
- **Based in:** Broadview Heights, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $70.5M across 62 accounts
- **CRD:** 2540455 (https://adviserinfo.sec.gov/individual/summary/2540455)
- **SEC registration:** Investment adviser representative in MI, OH, TX
- **Exams passed:** Series 63 (1994), Series 65 (1995)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.cbsfunding.net

## Frequently asked questions

### Is Steve Persons a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steve holds no broker registration, and CBS Funding reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steve charge for financial advice?

Steve's firm, CBS Funding, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Steve Persons based?

Steve Persons is based in Broadview Heights, Ohio.

### Is Steve Persons registered with the SEC?

Yes. Steve Persons is registered as an investment adviser representative in MI, OH and TX (CRD 2540455), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CBS Funding manage?

CBS Funding reports $70.5M across 62 accounts in assets under management.

### How do I contact Steve Persons?

Through Steve's website, www.cbsfunding.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2540455): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.