CGN Advisors, LLC

RIASEC RegisteredEst. 2011

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$398K

Accounts

4,023

Employees

Advisory reps

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

FINTRX

Overview

CGN Advisors, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm, SEC‑registered since 2011, offers traditional advisory services—financial planning and portfolio management for individuals, small businesses and institutions—along with pension consulting, selection of other advisers, and educational workshops. Its fee arrangements include percentage of AUM as well as hourly and fixed fees. The firm does not identify as an active ESG investor and is described in filings as selecting third‑party managers, which aligns with its capital‑allocation activity.