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https://cmadvisorsfunds.com/who-we-are/our-people

html cmadvisorsfunds.com collected 2026-09-28 12:37:22 UTC 41,535 bytes, 914 lines download raw bytes

1<!DOCTYPE html>
2<html lang="en" class="no-js">
3<head>
4<meta charset="utf-8">
5<meta http-equiv="X-UA-Compatible" content="IE=edge">
6
7<link rel="shortcut icon" href="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/favicon/HJsyE695E-favicon.ico" type="image/x-icon">
8
9<meta name="viewport" content="width=device-width,initial-scale=1">
10<meta http-equiv="cleartype" content="on">
11<meta name="robots" content="noodp">
12
13<!-- Title & Description -->
14<title>Our People — CM Funds</title>
15<meta name="description"
16content="
17An unwavering commitment to delivering our intellectual capital along with personal service.">
18<!-- Open Graph -->
19<meta property="og:site_name" content="CM Funds">
20<meta property="og:title" content="Our People">
21<meta property="og:description" content="
22An unwavering commitment to delivering our intellectual capital along with personal service.">
23<meta property="og:url" content="https://cmadvisorsfunds.com/who-we-are/our-people">
24<meta property="og:type" content="website">
25
26<meta itemprop="name" content="Our People">
27<meta itemprop="description" content="
28An unwavering commitment to delivering our intellectual capital along with personal service.">
29<meta itemprop="url" content="https://cmadvisorsfunds.com/who-we-are/our-people">
30<!-- Twitter Card -->
31<meta name="twitter:card" content="summary_large_image">
32<meta name="twitter:title" content="Our People">
33<meta name="twitter:description" content="
34An unwavering commitment to delivering our intellectual capital along with personal service.">
35
36
37<!-- Mobile App Settings -->
38
39<link rel="apple-touch-icon" href="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/favicon/HJsyE695E.png">
40
41<meta name="apple-mobile-web-app-capable" content="yes">
42<meta name="apple-mobile-web-app-status-bar-style" content="black">
43<meta name="apple-mobile-web-app-title" content="Our People">
44
45<!-- Prefetch -->
46<link rel="dns-prefetch" href="https://static.twentyoverten.com">
47
48<style>
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52<link href="/assets/frameworks/themes/pupil/3.0.0/assets/dist/css/main.css" rel="stylesheet">
53<link href="/assets/css/custom.css" rel="stylesheet">
54
55
56<style>
57/*Text*/
58h2{
59  color:#004a64 ;
60}
61h3{
62  color: ;
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64
65.btn.contact-submit{
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69/*THEME*/
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119.callout h2,
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124@media screen and (min-width: 1000px) {
125  .padding {
126    padding: 0 64px;
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128}
129
130/*HOME*/
131
132@media screen and (min-width: 820px) {
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135    max-width: 100% !important;
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139
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154  .values-box {
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167.unique-box img,
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183.giving-list li:not(:last-child) {
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186
187/* Services – Overview */
188
189.overview .accordion {
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228.overview .toggle-accordion:hover h3  {
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232.overview .accordion-content {
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237.overview hr {
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239  width: 100%;
240  background-color: rgba(112,112,112,.6);
241  margin: 5rem auto 3rem auto;
242}
243
244/*Investment Management*/
245
246.investment-management .main-content img {
247  margin-top: -50px !important;
248}
249
250.investment-management .main-content h3 {
251  position: relative;
252  z-index: 9;
253}
254
255/*Insights*/
256.insights .has-search nav {
257  font-size: 130% !important;
258}
259
260.insights .form-wrapper button {
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262}
263
264/*OTHER STUFF*/
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266.chevron-down {
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268  width: 32px;
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272.step-title {
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276.step-description {
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280.client-portals .btn{
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297.title-1 {
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310.portal-2 .btn {
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314
315
316
317
318table {
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324table th {
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336table tbody tr:nth-child(2n) {
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340
341.legal-block h2 {
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344</style>
345
346
347
348
349</head>
350
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367<symbol id="icon-instagram" viewBox="0 0 24 24">
368<title>instagram</title>
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374</path>
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377<symbol id="icon-linkedin" viewBox="0 0 24 24">
378<title>linkedin</title>
379<path
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610<h3>James Brilliant, CFA®</h3>
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612<div class="member-title">Chairman, Chief Investment Officer, Portfolio Manager</div>
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624<div class="row"><div class="col-xs-12 col-sm-6"><img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/OuXRlsrG72-/JamesBrilliant.jpg" style="width: 90%;" class="fr-fic fr-dib"></div><div class="col-xs-12 col-sm-6"><h3><strong>James Brilliant, CFA</strong>®</h3><h3>Chairman, Chief Investment Officer, Portfolio Manager</h3><p><br></p><p>Jim joined Century Management in 1987 and earned his Chartered Financial Analyst® (CFA®) designation in 1992. &nbsp;Over the years he has served in the role of research analyst, portfolio manager, and is now the firm’s co-chief investment officer (co-CIO). As co-CIO, Jim helps to oversee the firm’s various investment strategies, along with providing leadership regarding investment themes, portfolio allocations, and macroeconomic guid
624ance.&nbsp;</p><p>With years of leadership in portfolio management, Jim has a deep understanding of the equity market as well as fixed income securities. He currently serves as chairman of the CM Advisors Family of Funds Board of Trustees and is the lead portfolio manager for the CM Advisors Fixed Income Fund (CMFIX). </p><p>Jim has been quoted by or contributed to numerous publications such as:&nbsp;</p><ul type="disc"><li>Bloomberg (TV &amp; Radio)</li><li>Wall Street Journal</li><li>Barron’s</li><li>Forbes</li><li>BusinessWeek</li><li>Graham and Doddsville blog</li><li>Outstanding Investor Digest</li></ul>Jim has been married to his wife Stacie since 1992 and they have two adult children. He loves sports, is a Chicago Bears fan, and over the past few years has run the Chicago Marathon and several half marathons.<p><br>
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649<h3>Arnold Van Den Berg</h3>
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651<div class="member-title">Portfolio Manager, Principal</div>
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663<div class="row"><div class="col-xs-12 col-sm-6"><img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/7f2DP8YIfQI/ArnoldVanDenBerg.jpg" class="fr-fic fr-dii"></div><div class="col-xs-12 col-sm-6"><h3><strong>Arnold Van Den Berg</strong></h3><h3>Portfolio Manager, Principal</h3><p><br></p><p>Arnold founded Century Management in 1974. He serves as the company's CEO. Active in managing investment strategies for the firm, Arnold is the lead portfolio manager for the CM Value I (All-Cap Value) separate account strategy and for all of the balanced separate account strategies. He is the co-portfolio manager for the CM Fixed Income separate account strategy and the CM Advisors Fixed Income Fund (CMFIX).<a href="https://centman.com/who-we-are/our-people#linkedin" target="_blank"></a><a href="https://centman.com/who-we-are/our-people#twitter" target="_blank"></a></p><p>Arnold's accomplishments in the world of investing have been recognized by many:</p><ul><li>Featured in the Epilogue of <em>Richer, Wiser, Happier: How the World's Greatest Investors Win In Markets and Life</em> by William Green</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Included in&nbsp;<em>The Great Minds of Investing</em>, Profiles by William Green, Photographs by Michael O’Brien</li><li>Featured in <em>The World's 99 Greatest Investors: The Secret of Success</em> by Magnus Angenfelt, 2013 (pp 226-227)</li><li>Included on the list of "SuperInvestors" on the <a href="http://www.grahamanddoddsville.net/?page_id=933" rel="noopener noreferrer" target="_blank">Graham and Doddsville blog</a></li><li>Featured on the list of investment gurus on <a href="http://www.gurufocus.com/ListGuru.php" rel="noopener noreferrer" target="_blank">GuruFocus.com</a>.</li><li>Interviewed, quoted and referenced by numerous publications such as:<ul><li>Outstanding Investor Digest</li><li><a href="http://seekingalpha.com/" rel="noopener noreferrer" target="_blank">Seeking Alpha</a></li><li>Outlook Profit Magazine (India)</li><li><a href="http://www.managerreview.com/index.php" rel="noopener noreferrer" target="_blank">Money Manager Review</a></li><li><a href="http://www.nasdaq.com/" rel="noopener noreferrer" target="_blank">NASDAQ.com</a></li><li><a href="http://www.forbes.com/" rel="noopener noreferrer" target="_blank">Forbes.com</a></li><li><a href="http://www.bizjournals.com/austin/" rel="noopener noreferrer" target="_blank">Austin Business Journal</a></li></ul></li></ul><p>While Arnold has no formal college education, his rigorous self-study, tremendous dedication, and years of industry experience are the foundation of his extensive market knowledge. He began in the industry working for several financial services companies. However, he quickly found that he didn’t always agree with leadership and he wanted to be in a business that he loved at a place that he believed in. Wanted to make his own decisions, Arnold formed Century Management in 1974.</p><p>Involved in research and strategies of advising clients on how to meet their financial goals. He has found in this business that there are many other things he consults on beyond investments. He considers this business not just wealth management but life management as a good advisor also becomes involved in health, wealth, and lifestyle issues.</p><p>He is a lifelong student of the financial services business. It has also led him into studying many other fields, not just financial services including philosophy, psychology, studying the subconscious mind, &nbsp;and spiritual matters.</p><p>His childhood years, in the 1940s, were filled with angst. He and his family were living in Holland, just down the street from Anne Frank. Taken over by the Germans, both of Arnold’s parents survived Auschwitz. However, a 19-year-old girl saved Arnold by miraculously sneaking him through the German lines. Today Arnold shares his story by speaking at schools on his experiences growing up, being a holocaust survivor, and helping young people learn from those who have been through tough times.&nbsp;</p><p>Arnold is&nbsp;a vegetarian,&nbsp;active in yoga,&nbsp;and spends time with his wife, their three children and seven grandchildren.</p></div></div>
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687<h3>Bill Brilliant</h3>
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706              <h3><strong>Bill Brilliant</strong></h3><h3>Fixed Income Analyst, Trader</h3><p><br></p><p>
706As a fixed income analyst, Bill specializes in assessing the value and performance of debt instruments. Bill is also a fixed income portfolio manager for the separately managed client accounts and serves as a member of the CM trading team. Before becoming a fixed income analyst, he was an advisor working with new clients at Century Management from 2003 to 2009 and as a relationship manager from 2002 until present.</p><p>Prior to joining Century Management in 2002, Bill was a business owner and foreman where he supervised teams on large commercial and residential sites. Bill attended St. Louis University Parks College with focused studies on engineering.</p><p>Bill and his wife have been married for over 30 years. They have a daughter who lives in the Austin area. They enjoy reading, cooking and spending time outdoors with their pets. Additionally, he enjoys spending some free time on classic auto restoration.</p><p><br></p></div></div>
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730<h3>Scott S. Van Den Berg, CFP®, ChFC®, CEPA®, AIF®, CRPS®, CMFC®, AWMA®</h3>
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732<div class="member-title">Secretary, Treasurer</div>
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744<div class="row"><div class="col-xs-12 col-sm-6"><img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/yGovBWC45Sz/Scott.jpg" class="fr-fic fr-dii"></div><div class="col-xs-12 col-sm-6"><h3><strong>Scott S. Van Den Berg, CFP®, <strong>ChFC®, CEPA</strong></strong>®<strong><strong>,&nbsp;</strong><strong>AIF®,&nbsp;</strong>CRPS<strong>®</strong>, CMFC<strong>®</strong>, AWMA<strong>®</strong></strong></h3><h3>Secretary, Treasurer</h3><p><br></p><p>Growing up in the financial services industry, Scott had observed and listened to his father –<u>&nbsp;</u><a href="https://cmadvisorsfunds.com/who-we-are/our-people"><u>Arnold Van Den Berg</u></a> - discussing stocks, bonds, and the financial markets since he was young. &nbsp;This early education led him to a lifetime of learning and caring about helping people achieve financial success.</p><p>Starting his career in real estate, Scott later joined his father at Century Management in 1993 where he learned and advanced by occupying every position in the company prior to taking on a leadership role. &nbsp;Today Scott is President of the firm and co-portfolio manager. &nbsp;Scott also  serves as secretary and treasurer for the CM Advisors Family of Funds.</p><p>A perpetual student, Scott holds multiple industry specializations and designations. &nbsp;He attended Glendale College and California State University at Northridge on a track and field scholarship, focusing his studies on Finance.</p><p>Designations:</p><ul style='box-sizing: border-box; margin: 0px 0px 1.5rem 1.5rem; padding: 0px 0px 0px 1.5rem; list-style: disc; overflow-y: visible !important; color: rgb(112, 112, 112); font-family: "Roboto Slab", Helvetica, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Certified Financial Planner® - CFP®</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Chartered Financial Consultant® - ChFC®&nbsp;</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">
744Certified Exit Planning Advisor® - CEPA®</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Accredited Investment Fiduciary® - AIF®</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Chartered Retirement Plans Specialist – CRPS®</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Chartered Mutual Fund Counselor – CMFC®</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Accredited Wealth Management Advisor – AWMA®</li></ul><p>Scott and his wife Kelly have been married since 2022. They each have three adult children and two grandchildren from former marriages. They treasure family vacations. Israel, Italy, Spain, Caribbean Islands, Hawaii, Napa Valley, Alaska, and Disney World are some of their favorite destinations. They also believe in giving back to the community. They help support Helping Hand Home, a local orphanage for abused children, Center For Child Protection, Make A Wish Foundation, and several military and veteran charitable organizations such as Wounded Warrior Project, Tunnels to Towers, and the Navy SEAL Foundation.</p></div></div>
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768<h3>Lisa Stroud, IACCP®</h3>
769
770<div class="member-title">Chief Compliance Officer</div>
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787              <h3><strong>Lisa Stroud, IACCP<sup>®</sup></strong></h3><h3>Chief Compliance Officer</h3><p><br></p><p>In the industry since 1994, Lisa joined Century Management in 2002. She finds the firm’s family-like culture and commitment to clients an industry differentiator.</p><p data-empty="true">As the Chief Compliance Officer, Lisa’s duties include, but are not limited to, administering the Advisor’s policies and procedures, reviewing and updating the Advisor’s internal trading policies and procedures on an annual basis, and implementing any additional procedures as may be necessary to ensure complete and proper adherence to the Advisor’s internal trading policies and procedures.</p><p data-empty="true">Prior to joining Century Management, Lisa worked for Charles Schwab &amp; Company as a client service representative, for AIM Investments in their operational trading department, and as a portfolio accounting supervisor at Beutel Goodman Capital Management.</p><p data-empty="true">Lisa graduated from the University of Houston, Clear Lake, with a BS in Psychology and Sociology.</p><p data-empty="true">Designation:<br>&nbsp; &nbsp; &nbsp; &nbsp; • Investment Adviser Certified Compliance Professional® (IACCP®)</p><p data-empty="true">Lisa has been married for over 20 years. She and her husband have two sons who are extremely active in sports and enjoy attending a constant stream of their friends’ birthday parties.</p>
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808<h4>CM fund advisors</h4>
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810<p>805 Las Cimas Parkway, Suite 305
811<br>Austin, Texas 78746</p>
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815<p>Telephone: 512-329-0050
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833<h3>FINRA's BrokerCheck</h3>
834
835<p>Check the background of Ultimus Fund Distributors, LLC on FINRA's <strong><a class="outward" href="http://brokercheck.finra.org/" rel="noopener noreferrer" target="_blank">BrokerCheck</a></strong>&nbsp; &nbsp;</p>
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837
838<p class="disclaimer">Investing involves risk, including loss of principal. &nbsp;There is no guarantee that the Funds will meet their investment objectives. &nbsp;Value investing involves the risk that an investment made in undervalued securities may not appreciate in value as anticipated or remain undervalued for long periods of time. &nbsp;Fixed income investments are affected by a number of risks, including fluctuations in interest rates, credit risk, and prepayment risk. &nbsp;In general, as prevailing interest rates rise, fixed income securities prices will fall.</p>
839
840<p class="disclaimer"><strong>An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available by calling 1-800-664-4888 or writing the advisor at 805 Las Cimas Parkway, Suite 305, Austin, Texas 78746. You may also call the Fund directly at 1-888-859-5856. The prospectus should be read carefully before investing.</strong></p>
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842<p class="disclaimer">The information presented on this page is not an offer to sell or a solicitation of an offer to purchase the Fund. While Fund performance is compared to an index, it is not possible to invest in an index.</p>
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844<p class="disclaimer">Distributed by Ultimus Fund Distributors, LLC. 225 Pictoria Drive, Suite 450, 
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