CG Advisory Services

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Commissions

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$4,640,991,840 as of October 2026, filing dated March 26, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• 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
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Legal name

Capital Asset Advisory Services, LLC.

Also doing business as

ADVANCED WEALTH STRATEGIES, ADVANCEMENT FINANCIAL SERVICES, ALL THINGS FINANCIAL, AUSTIN TAX, CAPITAL ASSET ADVISORY SERVICES LLC, CAPITALWISE ADVISORS, LLC, CARR CAPITAL, LLC, CG ADVISORY SERVICES, CG FINANCIAL SERVICES, CG FINANCIAL SERVICES OF CARO, CG FINANCIAL SERVICES OF CHARLOTTE, CG FINANCIAL SERVICES OF HASLETT, CG FINANCIAL SERVICES OF MARQUETTE, CG FINANCIAL SERVICES OF MUNISING, CG FINANCIAL SERVICES OF TRAVERSE CITY, CG FINANCIAL SERVICES OF WILLIAMSTON, CG FINANCIAL SERVICES OF WILMINGTON, ELEVATE LIFE WEALTH, EVANGELISTA AND ASSOCIATES, LUMOS WEALTH ADVISORS, O'NEIL WEALTH, PRESERVATION WEALTH MANAGEMENT, ROMAN CAPITAL STRATEGIES, STRATEGIC WEALTH CONCEPTS, THE PRIZANT GROUP, WISDOM FINANCIAL ADVISORS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2006 (20 years)

Employees

Total: 136. Performing investment advisory functions: 69.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Altruist Financial LLCAxos Invest LLCCharles Schwab & Co., Inc.LPL Financial LLCTrade-PMR 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.

Other offices (Schedule D, Section 1.F)

21 other offices, as of the April 2026 filing

Ann Arbor, MIBurnsville, MNCaro, MICharlotte, NCFrisco, TXGalesburg, ILGeneva, ILHaslett, MIHowell, MIIdaho Falls, IDLongview, TXMarquette, MIMunising, MIOkemos, MIRichmond, VASt Joseph, MITravese City, MITroy, MITulsa, OKWilliamston, MIWilmington, NC

States registered or notice-filed

51 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

2 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Civil court matters Item 11.H

• 11.H(1)(c) Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?
• 11.H(2) Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $2,584,048,501 in the October 2021 data and $4,640,991,840 in the October 2026 data, up 80%.

Total employees: 70 in October 2021 and 136 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • No longer lists the business name Scarlet Oak Financial Services.
   • No longer lists the business name Life Strategy Financial, LLC.
   • No longer lists the business name Jeffinancial Group.
   • Added the business name Wisdom Financial Advisors.
   • Item 11 disclosure answers changed: 2 yes answers, previously 1 (now yes: 11.H(1)(c)).
   • Regulatory assets under management went from $4,020,782,560 to $4,640,991,840 (+15%).
   • Changed its office addresses in Marquette, MI.
   • No longer lists an office in Brookhaven, GA.
   • No longer lists an office in Cypress, TX.
2. November 2025
   • Added an office in Burnsville, MN.
   • No longer lists an office in Minneapolis, MN.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.