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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CFS INVESTMENT ADVISORY SERVICES LLC

CRD 106577

TOTOWA, NJ

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:5c493d6d-950f-5d5d-bb6a-6b377555b0f3

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2012 to Mar 5, 2026
29 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: independent wealth managerderivedprivate_client_share=0.64 fund_share=0.0 institutional_share=0.35 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.7BItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
Private client RAUM: $1.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 64%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $273Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 10
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 3,437
Individual clients: 607
High net worth clients: 532
SEC number: 801-45064
CRD: 106577
Filings on the tape: 29
First filed: Mar 27, 2012
Latest filed: Mar 5, 2026
Organised: Limited Liability Company, NJ

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
ROBERT MICHAEL JAFFE	n/a	TOTOWA, NJ	22	27	n/a	no
HARRIS SCOTT NYDICK	Certified Financial Planner	TOTOWA, NJ	21	41	n/a	no
GREGORY MARK MAKOWSKI	Certified Financial Planner	TOTOWA, NJ	21	37	n/a	no
PHILIP SAMUEL NYDICK	n/a	TOTOWA, NJ	8	11	n/a	no
EDWARD SWIKART	Certified Financial Planner	TOTOWA, NJ	8	44	3	no
ANTHONY E GHETIAN	Certified Financial Planner	TOTOWA, NJ	6	15	2	no
Alexander Christopher Paszkiewicz	n/a	TOTOWA, NJ	6	24	n/a	no
JOHN JOSEPH BARTLETT	Certified Financial Planner	TOTOWA, NJ	5	14	n/a	no
ALEXANDRA MARIE MAKOWSKI	Certified Financial Planner	TOTOWA, NJ	5	14	n/a	no
JOHN RYAN SWIKART	Certified Financial Planner	TOTOWA, NJ	4	10	2	no

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
MAKOWSKI, GREGORY, MARK	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	01/1998	Mar 5, 2026	Mar 5, 2026
NYDICK, HARRIS, SCOTT	MANAGING MEMBER	D	yes	01/1998	Mar 5, 2026	Mar 5, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Holmdel	Nj	United States	2	no
n/a	n/a	n/a	1	no

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
2025	Mar 5, 2026	$2.7B	$1.9B	13	10	2	n/a	n/a
2024	Mar 28, 2025	$2.4B	$1.6B	16	10	2	n/a	n/a
2023	Mar 13, 2024	$2.1B	$1.3B	10	8	2	n/a	n/a
2022	Mar 10, 2023	$1.8B	$1.1B	12	8	2	n/a	n/a
2021	Mar 1, 2022	$2.1B	$1.2B	12	8	2	n/a	n/a
2020	Mar 17, 2021	$1.7B	$917M	12	8	2	n/a	n/a
2019	Mar 5, 2020	$1.5B	$781M	11	9	2	n/a	n/a
2018	Mar 26, 2019	$1.1B	$458M	11	7	2	n/a	n/a
2017	Mar 27, 2018	$1.1B	$445M	9	7	0	n/a	n/a
2016	Feb 17, 2017	$884M	$350M	8	7	n/a	n/a	n/a
2015	Mar 23, 2016	$770M	$310M	8	7	n/a	n/a	n/a
2014	Mar 11, 2015	$754M	$298M	7	6	n/a	n/a	n/a
2013	Mar 26, 2014	$647M	$250M	7	6	n/a	n/a	n/a
2012	Mar 27, 2013	$516M	$203M	7	6	n/a	n/a	n/a
2011	Mar 27, 2012	$681M	$175M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$2.7B	$2.4B	14.9%	$1.8B	14.7%	13	16	2	2

Relationships

Registered with (11)

← JOHN RYAN SWIKARTAdvisorregistration: current employment
Jun 13, 2022 to presentfactForm ADV
← JOHN JOSEPH BARTLETTAdvisorregistration: current employment
Sep 15, 2021 to presentfactForm ADV
← ALEXANDRA MARIE MAKOWSKIAdvisorregistration: current employment
Sep 15, 2021 to presentfactForm ADV
← Alexander Christopher PaszkiewiczAdvisorregistration: current employment
Sep 15, 2020 to presentfactForm ADV
← ANTHONY E GHETIANAdvisorregistration: current employment
Feb 25, 2020 to presentfactForm ADV
← EDWARD SWIKARTAdvisorregistration: previous registration
Jul 8, 2010 to Mar 29, 2012factForm ADV
← PHILIP SAMUEL NYDICKAdvisorregistration: current employment
May 31, 2018 to presentfactForm ADV
← GREGORY MARK MAKOWSKIAdvisorregistration: current employment
Oct 13, 2004 to presentfactForm ADV
← HARRIS SCOTT NYDICKAdvisorregistration: current employment
Oct 11, 2004 to presentfactForm ADV
← ROBERT MICHAEL JAFFEAdvisorregistration: current employment
Jun 10, 2004 to presentfactForm ADV
← Andrew Evan HarperAdvisorregistration: previous registration
Jul 7, 2010 to Dec 7, 2017factForm ADV

Controls (2)

← MAKOWSKI, GREGORY, MARKOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 27, 2012 to Aug 9, 2024factForm ADV
← NYDICK, HARRIS, SCOTTOwnerMANAGING MEMBER, ownership code D, individual
Mar 27, 2012 to Aug 9, 2024factForm ADV

Dated events

Occurred
Mar 5, 2020
Regulatory AUM changed
Cfs Investment Advisory Services Llc reported RAUM $1.5B, up 38% from $1.1B (2019-06-28 to 2020-03-05)
Form ADVobserved 5 days ago
$404M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c493d6d-950f-5d5d-bb6a-6b377555b0f3
First observed: Mar 27, 2012
Last observed: Mar 5, 2026 6 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.

CFS INVESTMENT ADVISORY SERVICES LLC

CRD 106577

TOTOWA, NJ

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:5c493d6d-950f-5d5d-bb6a-6b377555b0f3

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:37 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT MICHAEL JAFFE

n/a

TOTOWA, NJ

n/a

HARRIS SCOTT NYDICK

Certified Financial Planner

TOTOWA, NJ

n/a

GREGORY MARK MAKOWSKI

Certified Financial Planner

TOTOWA, NJ

n/a

PHILIP SAMUEL NYDICK

n/a

TOTOWA, NJ

n/a

EDWARD SWIKART

Certified Financial Planner

TOTOWA, NJ

ANTHONY E GHETIAN

Certified Financial Planner

TOTOWA, NJ

Alexander Christopher Paszkiewicz

n/a

TOTOWA, NJ

n/a

JOHN JOSEPH BARTLETT

Certified Financial Planner

TOTOWA, NJ

n/a

ALEXANDRA MARIE MAKOWSKI

Certified Financial Planner

TOTOWA, NJ

n/a

JOHN RYAN SWIKART

Certified Financial Planner

TOTOWA, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAKOWSKI, GREGORY, MARK

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

01/1998

Mar 5, 2026

NYDICK, HARRIS, SCOTT

MANAGING MEMBER

yes

01/1998

Mar 5, 2026

City

State

Country

Employees

Also broker-dealer

Holmdel

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$2.7B

$1.9B

n/a

2024

Mar 28, 2025

$2.4B

$1.6B

n/a

2023

Mar 13, 2024

$2.1B

$1.3B

n/a

2022

Mar 10, 2023

$1.8B

$1.1B

n/a

2021

Mar 1, 2022

$2.1B

$1.2B

n/a

2020

Mar 17, 2021

$1.7B

$917M

n/a

2019

Mar 5, 2020

$1.5B

$781M

n/a

2018

Mar 26, 2019

$1.1B

$458M

n/a

2017

Mar 27, 2018

$1.1B

$445M

n/a

2016

Feb 17, 2017

$884M

$350M

n/a

2015

Mar 23, 2016

$770M

$310M

n/a

2014

Mar 11, 2015

$754M

$298M

n/a

2013

Mar 26, 2014

$647M

$250M

n/a

2012

Mar 27, 2013

$516M

$203M

n/a

2011

Mar 27, 2012

$681M

$175M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.7B

$2.4B

14.9%

$1.8B

14.7%