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Cg Advisory Services

Williamston, MI·SEC-registered · CRD #110929

Cg Advisory Services is an SEC-registered investment advisory firm in Williamston, MI managing $4.6B across 18k client accounts, with 69 advisory staff.

Regulatory snapshot

Verify on SEC.gov

Regulatory AUM

$4.6B

Client accounts

18k

Advisory staff

69

Fee model

Fee-based

How Cg Advisory Services is paid

Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.

% of assetsHourlyCommissionsPerformance-basedFee-based

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Common questions about Cg Advisory Services

How much does Cg Advisory Services manage?

Per its most recent SEC Form ADV filing (03/26/2026), Cg Advisory Services reports $4.6B in regulatory assets under management across roughly 18k client accounts.

How does Cg Advisory Services charge?

Cg Advisory Services is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.

Is Cg Advisory Services a fiduciary?

Yes. Cg Advisory Services is registered with the U.S. Securities and Exchange Commission (CRD #110929), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.

Is Cg Advisory Services taking new clients like me?

Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cg Advisory Services and comparable advisors against your goals and assets, and only surfaces firms open to your situation.

Other advisory firms in Williamston, MI

Profile compiled from Cg Advisory Services's public SEC Form ADV filing (CRD #110929, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cg Advisory Services. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cg Advisory Services? Claim this profile.