CG Advisory Services

RIASEC Registered
Total AUM
$4.6B
Discretionary
$4.6B
100% of AUM
Avg account
$255K
Accounts
18,187
Employees
136
Advisory reps
67

Firm details

Headquarters
Williamston, Michigan
CRD number
110929
Registered since
August 10, 2006
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, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2006. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension-related consulting, and educational seminars. Its fee model is mixed — percentage of AUM plus options for hourly, fixed-fee engagements and commissions — and it identifies as an active ESG investor when making selections or constructing portfolios. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Exchange Traded Equities 14%, Other 6%, Cash & Cash Equivalents 2%, US Government Bonds 1%77%
  • Public Funds/Mutual Funds77%
  • Exchange Traded Equities14%
  • Other6%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 171

Active vs passive

$2.8B in ETFs

Passive

80%

$2.3B

Active

14%

$556M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV)VanguardPassiveLarge Blend$346M981,57012.25%

Location

Primary office

Williamston, MI

Ingham

Location

Williamston, MI

Headquartered in Williamston, MI, in the Midwest of the United States.

Region
Midwest
County
Ingham
Address
148 E Grand River Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth