CG Advisory Services

RIASEC RegisteredEst. 2006

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$255K

Accounts

18,187

Employees

136

Advisory reps

Firm details

Headquarters: Williamston, Michigan
CRD number: 110929
Registered since: August 10, 2006
Website: mycgfinancial.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC, TRADE-PMR INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI37.38%
Corporations / Businesses27.82%
Individuals24.01%
Pension & Profit Sharing Plans10.68%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

CG Advisory Services is an independent, SEC-registered wealth advisory firm organized as an LLC and active since 2006. The firm serves both individual and institutional clients and positions itself as a capital allocator that combines financial planning with discretionary portfolio management and selection of third‑party managers. Its advisory offerings include portfolio management for individuals and small businesses, institutional portfolio services, pension consulting, and educational seminars. CG Advisory Services identifies as an active ESG investor and operates a fee model that includes percentage of AUM, hourly fees, fixed fees, and commissions. The firm received recognition on FA Magazine’s "Top RIA Firms" list in 2020.