Steve Persons
CBS Funding · Broadview Heights, Ohio
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.
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Facts
| Firm | CBS Funding |
|---|---|
| Based in | Broadview Heights, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $70.5M across 62 accounts |
| SEC registration | Investment adviser representative in MI, OH, TX · CRD 2540455 |
| Exams passed | Series 63 (1994) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cbsfunding.net |
How Steve's firm compares
- CBS Funding's average account is about $1.1 million, from its Form ADV (assets managed divided by 62 accounts).
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Questions about Steve
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.
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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