Wealth Manager
    SEC Registered
    Manages Private Funds

    Cgn Advisors, LLC

    Registered investment advisor · Manhattan, Kansas · CRD #159359

    Assets Under Management
    $1.6B
    Client Accounts
    4,023
    Employees
    53
    CRD Number
    159359
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Cgn Advisors, LLC

    CGN Advisors, LLC is a fee-only financial planning and investment management firm based in Manhattan, KS, founded in 2011, offering unbiased financial guidance. It serves diverse clients and supports partner advisor offices nationwide.

    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 Cgn Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Cgn Advisors, LLC's AUM?

    Cgn Advisors, LLC reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cgn Advisors, LLC headquartered?

    Cgn Advisors, LLC is headquartered in Manhattan, Kansas.

    What is Cgn Advisors, LLC's CRD number?

    Cgn Advisors, LLC's CRD number is 159359. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cgn Advisors, LLC manage?

    Cgn Advisors, LLC manages approximately 4,023 client accounts according to its latest SEC filing.

    Is Cgn Advisors, LLC SEC registered?

    Yes, Cgn Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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