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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CAFG WEALTH MANAGEMENT, INC.

CRD 165901

NORTH BARRINGTON, IL

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:5167828e-dd18-995b-eb9c-0767ed78eefa

Data as of Feb 2, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Dec 10, 2012 to Feb 2, 2024
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $225MItem 5.F on the latest filing (2024-02-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $225M
Private client RAUM: $213MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 234
Individual clients: 200
High net worth clients: 30
SEC number: 801-77473
CRD: 165901
Filings on the tape: 31
First filed: Dec 10, 2012
Latest filed: Feb 2, 2024
Organised: Corporation, Illinois

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHERNESKY, THOMAS, ROBERT	PRESIDENT, DIRECTOR, SHAREHOLDER	E	yes	10/2005	Dec 10, 2012	Feb 2, 2024
DORN, JOHN, PATRICK	CHIEF COMPLIANCE OFFICER	Na	yes	02/2014	May 30, 2014	Feb 2, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Feb 2, 2024	$225M	$225M	4	2	0	n/a	n/a
2022	Feb 3, 2023	$204M	$204M	4	2	0	n/a	n/a
2021	Feb 18, 2022	$224M	$224M	4	2	0	n/a	n/a
2020	Mar 11, 2021	$174M	$174M	4	2	0	n/a	n/a
2019	Mar 10, 2020	$157M	$157M	4	2	0	n/a	n/a
2018	Feb 25, 2019	$129M	$129M	4	2	0	n/a	n/a
2017	Feb 7, 2018	$128M	$128M	4	2	0	n/a	n/a
2016	Feb 21, 2017	$125M	$125M	5	3	n/a	n/a	n/a
2015	Jan 29, 2016	$111M	$94.4M	5	3	n/a	n/a	n/a
2014	Feb 9, 2015	$115M	$103M	4	3	n/a	n/a	n/a
2013	Feb 8, 2014	$109M	$95.3M	3	3	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$225M	$204M	10.4%	$174M	8.9%	4	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ROBERTSON STEPHENS	3	Oct 25, 2024	Oct 7, 2024	HAWTHORN WOODS, IL	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (2)

← CHERNESKY, THOMAS, ROBERTOwnerPRESIDENT, DIRECTOR, SHAREHOLDER, ownership code E, individual
Dec 10, 2012 to presentfactForm ADV
← DORN, JOHN, PATRICKOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 30, 2014 to presentfactForm ADV

Registered with (4)

← THOMAS ROBERT CHERNESKYAdvisorregistration: previous registration
Jan 15, 2013 to Oct 25, 2024factForm ADV
← JOHN PATRICK DORNAdvisorregistration: previous registration
Nov 27, 2013 to Oct 25, 2024factForm ADV
← Daniel Allen ZarzynskiAdvisorregistration: previous registration
May 30, 2024 to Oct 25, 2024factForm ADV
← STEPHEN TODD MACTAVISHAdvisorregistration: previous registration
Jan 16, 2013 to Mar 21, 2017factForm ADV

Moved with (1)

→ ROBERTSON STEPHENSRegistered adviser3 advisors, firm absorbed, same day
Oct 25, 2024 to Oct 7, 2024factForm ADV

Dated events

Occurred
Oct 25, 2024
Firm absorbed
Cafg Wealth Management, Inc.'s advisors moved to Robertson Stephens (Hawthorn Woods, IL): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Oct 25, 2024
Advisor changed firm
Daniel Allen Zarzynski left Cafg Wealth Management, Inc. for Robertson Stephens (registered 2024-10-03)
Form ADVobserved 4 days ago
Occurred
Oct 25, 2024
Advisor changed firm
John Patrick Dorn left Cafg Wealth Management, Inc. for Robertson Stephens (registered 2024-10-04)
Form ADVobserved 4 days ago
Occurred
Oct 25, 2024
Advisor changed firm
Thomas Robert Chernesky left Cafg Wealth Management, Inc. for Robertson Stephens (registered 2024-10-07)
Form ADVobserved 4 days ago
Occurred
Dec 10, 2012
First Form ADV filing
Cafg Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5167828e-dd18-995b-eb9c-0767ed78eefa
First observed: Dec 10, 2012
Last observed: Feb 2, 2024 32 months 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.

CAFG WEALTH MANAGEMENT, INC.

CRD 165901

NORTH BARRINGTON, IL

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:5167828e-dd18-995b-eb9c-0767ed78eefa

Data as of Feb 2, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHERNESKY, THOMAS, ROBERT

PRESIDENT, DIRECTOR, SHAREHOLDER

yes

10/2005

Dec 10, 2012

Feb 2, 2024

DORN, JOHN, PATRICK

CHIEF COMPLIANCE OFFICER

yes

02/2014

May 30, 2014

Feb 2, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Feb 2, 2024

$225M

n/a

2022

Feb 3, 2023

$204M

n/a

2021

Feb 18, 2022

$224M

n/a

2020

Mar 11, 2021

$174M

n/a

2019

Mar 10, 2020

$157M

n/a

2018

Feb 25, 2019

$129M

n/a

2017

Feb 7, 2018

$128M

n/a

2016

Feb 21, 2017

$125M

n/a

2015

Jan 29, 2016

$111M

$94.4M

n/a

2014

Feb 9, 2015

$115M

$103M

n/a

2013

Feb 8, 2014

$109M

$95.3M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$225M

$204M

10.4%

$174M

8.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ROBERTSON STEPHENS

Oct 25, 2024

Oct 7, 2024

HAWTHORN WOODS, IL

Firm absorbed

RIA to RIA

100.0%