# CFG Wealth Management Services Inc

> CFG Wealth Management Services Inc is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 108351
- Filed as: CFG WEALTH MANAGEMENT SERVICES INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108351
- AdvisorCensus page: https://advisorcensus.com/firm/cfg-wealth-management-services-inc-indianapolis-in-108351

## Quick answers

**How is CFG Wealth Management Services Inc compensated?**
On its Form ADV (Item 5.E, October 2026), CFG Wealth Management Services Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is CFG Wealth Management Services Inc located?**
CFG Wealth Management Services Inc's principal office is in Indianapolis, IN, according to its Form ADV.

**Is CFG Wealth Management Services Inc registered with the SEC or a state?**
CFG Wealth Management Services Inc is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 108351.

**How much does CFG Wealth Management Services Inc manage?**
CFG Wealth Management Services Inc reports $110,201,914 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does CFG Wealth Management Services Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (41); individuals (other than high net worth individuals) (23); charitable organizations (3).

**Which custodians does CFG Wealth Management Services Inc use?**
CFG Wealth Management Services Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does CFG Wealth Management Services Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108351

**Does CFG Wealth Management Services Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "The Firm does not require a minimum account size."

**What changed in CFG Wealth Management Services Inc's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> The Firm does not require a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $110,201,914
- Discretionary: $110,201,914
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $6,828,858 |
| High net worth individuals | 41 | $73,336,297 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 3 | $25,186,821 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $4,849,938 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cfgwms.com
- LinkedIn @cfg-wealth-management-services-inc
- X @jonathanharrier

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CFG Wealth Management Services Inc (CRD 108351): Form ADV filing data as of October 2026.