Cg Advisory Services

Registered investment advisor · Williamston, Michigan · CRD #110929

Assets Under Management

$4.6B

Client Accounts

18,187

Employees

136

CRD Number

110929

Registration

SEC Registered

Custodian

Lpl Financial Llc, Charles Schwab & Co., Inc., Axos Invest Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Cg Advisory Services

CG Financial Services is an independent fiduciary financial advisory firm that specializes in comprehensive wealth management and financial planning. Founded in 1999 in Lansing, Michigan, the firm has grown to manage $4.0 billion in assets and employs 69 fiduciary advisors across various locations in the United States. CG Financial Services is affiliated with Capital Asset Advisory Services and operates as a General Securities Branch office of INVEST Financial Corporation. The firm offers a mul

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Cg Advisory Services

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Frequently Asked Questions

What is Cg Advisory Services's AUM?

Cg Advisory Services reports approximately $4.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Cg Advisory Services headquartered?

Cg Advisory Services is headquartered in Williamston, Michigan.

What is Cg Advisory Services's CRD number?

Cg Advisory Services's CRD number is 110929. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.