Cgc Financial Services
Lake Oswego, OR·SEC-registered · CRD #155446
Cgc Financial Services is an SEC-registered investment advisory firm in Lake Oswego, OR managing $876M across 3.1k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$876M
Client accounts
3.1k
Advisory staff
5
Fee model
Fee-only
How Cgc Financial Services is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Cgc Financial Services
How much does Cgc Financial Services manage?
Per its most recent SEC Form ADV filing (03/10/2026), Cgc Financial Services reports $876M in regulatory assets under management across roughly 3.1k client accounts.
How does Cgc Financial Services charge?
Cgc Financial Services is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cgc Financial Services a fiduciary?
Yes. Cgc Financial Services is registered with the U.S. Securities and Exchange Commission (CRD #155446), 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 Cgc Financial 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 Cgc Financial Services and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lake Oswego, OR
Profile compiled from Cgc Financial Services's public SEC Form ADV filing (CRD #155446, filed 03/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cgc Financial 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 Cgc Financial Services? Claim this profile.