CG Advisory Services

CG Advisory Services is an SEC‑registered adviser managing about $4.02 billion for a broad mix of clients, including individuals (both non‑HNW and high‑net‑worth), pension and profit‑sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary portfolio management, financial planning, retirement plan and 401(k) services, and consulting across both standardized model programs and bespoke account structures.

Investment management is delivered chiefly through proprietary discretionary model portfolios (including WealthMark and WealthBuilder), CGAS Managed Select programs, and Adviser‑as‑Portfolio‑Manager bespoke models, while the firm also uses third‑party managers, separately managed accounts, options strategies, and access to customized private equity and hedge‑fund portfolios via a Crystal Capital relationship. CGAS maintains an Investment Committee to monitor and rebalance models, operates much of its model management and client servicing on affiliated technology and administrative platforms, and uses AI tools for operational and research support under human oversight.

Relative to many large enterprise peers, CGAS has an unusually high client load per advisor — roughly 17,857 clients served by 69 advisors, which implies more than 200 clients per advisor — and retains dually registered representatives who may earn commissions as registered representatives of LPL Financial and as licensed insurance agents. Those arrangements, together with an affiliated administrative entity (CG Advisor Network) that receives administrative fees and the firm’s mix of fee‑based model programs and commissionable product offerings, are disclosed in the brochure and managed through policies intended to address related conflicts of interest.