Advisory Business
FIRM INFORMATION
CMG Global Holdings, LLC dba Course Made Good Wealth Management dba CMG Wealth Management
(“CMG,” “we,” “us,” “our”), formed in June 2018, is a registered investment advisory firm located in
Plano, Texas.
PRINCIPAL OWNERS
CMG is owned and controlled by its Managing Members Stephen M. Engels and James P. Pacholek.
Stephen M. Engels is the Chief Compliance Officer.
INVESTMENT ADVISORY SERVICES
Asset Management Services:
We provide asset management services in which we manage your custodial accounts and provide
you with continuous and ongoing supervision of your custodial accounts on both a discretionary and
non-discretionary basis. Our services provide additional investment opportunities among stocks,
bonds, mutual funds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs), options,
and additional securities.
CLIENT INVESTMENT OBJECTIVES/RESTRICTIONS
CMG offers the same suite of services to all our clients. However, specific recommendations and their
implementation are dependent upon the individual client’s suitability form, which outlines a client’s
current financial situation such as income, net worth, and risk tolerance levels. This
information is
essential in the development of a client-specific plan in the selection of investments that matches
restrictions, needs, and targets. On a case by case basis, our clients may impose restrictions on
investing in certain securities or types of securities in accordance with their values or beliefs.
However, if the restrictions prevent us from properly servicing the client’s account, or if the
restrictions would require us to deviate from our standard suite of services, we reserve the right to
end the relationship. We may request additional information and documentation, such as current
investments, tax returns, insurance policies, and estate plan. We will discuss your investment
objectives, needs, and goals, but you must inform us of any changes. Unless directed by you, we do
not independently verify any information provided to us by you or your attorney, accountant, or
other professionals.
WRAP FEE PROGRAMS
CMG does not participate in, recommend, or offer wrap fee programs.
ASSETS UNDER MANAGEMENT
As of December 31, 2023, CMG managed $298,143,919 on a discretionary basis and $14,795,815 on
a non-discretionary basis.
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