CGN ADVISORS, LLC
Firm details
- Headquarters
- MANHATTAN, Kansas
- CRD number
- 159359
- Registered since
- December 8, 2011
- Website
- www.cgnadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.35%
- Individuals17.6%
- Other Investment Advisers3.98%
- Pension & Profit Sharing Plans1.57%
- Charitable Organizations0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
CGN Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2011. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its service mix includes financial planning, discretionary portfolio management for individuals and small businesses and for institutions, pension consulting, selection of other advisers, and educational seminars and workshops. Fee arrangements reported include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities16%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Contacts
3 of 39Kyle Wilke
Financial AdvisorCRD 6705987
SCOTT EMLEY
Senior AdvisorCRD 2485504
John Bush
Financial Planner & Investment Advisor RepresentativeCRD 6807483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 252Active vs passive
$1.3B in ETFs
64%
$863M
32%
$486M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN CORE PLUS BOND ETF (JCPB) | JP Morgan | Active | Intermediate Core Plus Bond | $84.8M | 1,801,494 | 6.29% |
Location
MANHATTAN, KS
RILEY
Location
MANHATTAN, KS
Headquartered in MANHATTAN, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- RILEY
- Address
- 512 Poyntz Ave
- Time zone
- CT (UTC-6)
- Office locations
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