CTG Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,515,791
Clients
10
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$751,579
About
The firm provides fee-only investment management and financial planning services to individuals, high‑net‑worth individuals, and charitable organizations. It manages discretionary portfolios and delivers ongoing planning and implementation guidance, overseeing roughly $7.5 million in assets under management as of year‑end.
Investment advice is individualized through a written investment policy and asset‑allocation targets, and portfolios may combine passive and active strategies across stocks, bonds, mutual funds, and ETFs (including cryptocurrency ETFs). The adviser uses a mix of fundamental, technical, cyclical, and charting analysis, exercises discretionary trading authority when agreed, and permits reasonable client‑imposed investment restrictions.
The firm reports a significant non‑U.S. client base, a feature that is uncommon among independent advisers and may bring cross‑border considerations into planning and custody decisions. The adviser is relatively newly established and is led by a principal with senior military and systems‑engineering experience, and it operates on multiple institutional custody platforms (Charles Schwab, Altruist, and Interactive Brokers) that provide digital onboarding and operational tools.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Retirement income strategy
Tax strategies for small businesses
Active portfolio management
Occupation focus
Retired
Founder/Business Owner
Executive
Fee options
Financial Planning fixed fees from $2,000 to $6,000 based on complexity
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Fee-only: Investment management fees based on tiered AUM schedule; Financial Planning fixed fees ranging from $2,000 to $6,000 annually
Main office location
CTG Wealth Management LLC
Severna Park MD, United States
Number of offices
1
Most active in
CTG Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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