DFX Intelligence

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

CBS FUNDING, INC.

CRD 158408

BROADVIEW HEIGHTS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30eb6d04-992e-1b5b-65cf-1b0dffcb2d0a

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jul 29, 2026 to Jul 29, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

CBS Funding, Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $70.5MItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $51.4M
Private client RAUM: $25.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 36%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 62
Individual clients: 33
High net worth clients: 2
CRD: 158408
Filings on the tape: 1
First filed: Jul 29, 2026
Latest filed: Jul 29, 2026
Organised: Corporation, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEVE JAMES PERSONS	n/a	BROADVIEW HEIGHTS, OH	15	31	2	no
SHARON MARIE STADUL	n/a	BROADVIEW HEIGHTS, OH	12	19	n/a	no
Elaine Patrice Bartels	n/a	BROADVIEW HEIGHTS, OH	1	12	n/a	no

Relationships

Registered with (3)

← Elaine Patrice BartelsAdvisorregistration: current employment
Dec 2, 2024 to presentfactForm ADV
← SHARON MARIE STADULAdvisorregistration: current employment
May 28, 2014 to presentfactForm ADV
← STEVE JAMES PERSONSAdvisorregistration: current employment
Sep 8, 2011 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:30eb6d04-992e-1b5b-65cf-1b0dffcb2d0a
First observed: Jul 29, 2026
Last observed: Jul 29, 2026 53 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CBS FUNDING, INC.

CRD 158408

BROADVIEW HEIGHTS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30eb6d04-992e-1b5b-65cf-1b0dffcb2d0a

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:37 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEVE JAMES PERSONS

n/a

BROADVIEW HEIGHTS, OH

SHARON MARIE STADUL

n/a

BROADVIEW HEIGHTS, OH

n/a

Elaine Patrice Bartels

n/a

BROADVIEW HEIGHTS, OH

n/a