{
  "crd_number": 110929,
  "slug": "cg-advisory-services-williamston-mi-110929",
  "primary_business_name": "CG ADVISORY SERVICES",
  "legal_name": "CAPITAL ASSET ADVISORY SERVICES, LLC.",
  "dbas": [
    "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"
  ],
  "city": "Williamston",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "29620",
  "metro": {
    "cbsa_code": "29620",
    "common_name": "Lansing",
    "msa_name": "Lansing-East Lansing, MI",
    "path": "/advisors/mi/lansing"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-08-10",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 4640991840.0,
  "raum_discretionary": 4640991840.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 136,
  "advisory_employees": 69,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 4713768.0,
      "count": 31
    },
    "individuals": {
      "raum": 1114185120.0,
      "count": 4218
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 495837696.0,
      "count": 409
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1734902687.0,
      "count": 680
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1291352569.0,
      "count": 276
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://advanced-wealth.com",
    "https://atfwealth.com",
    "https://austinfinancial.us",
    "https://carrcapitalllc.net",
    "https://cgadvisornetwork.com",
    "https://elevatelifewealth.com",
    "https://facebook.com/advancedwealthstrategies",
    "https://facebook.com/carrcapitalLLC",
    "https://facebook.com/pages/Austin-Tax-and-Financial/123194877760194",
    "https://facebook.com/pages/CG-Financial-Services/363853700440338",
    "https://facebook.com/pages/Strategic-Wealth-Concepts/364707560277433",
    "https://facebook.com/prizantgroup",
    "https://facebook.com/universitywealth",
    "https://gwealth.com/atf",
    "https://linkedin.com/company/advanced-wealth-strategies",
    "https://linkedin.com/company/cg-financial-services/mycompany",
    "https://linkedin.com/company/the-prizant-group-ltd-",
    "https://linkedin.com/in/dan-mcpherson-cfp%C2%AE-chfc%C2%AE-05187015/detail/recent-activity",
    "https://mycgfinancial.com",
    "https://oneil-wealth.com/about",
    "https://prizantgroup.com",
    "https://ro-cap.com",
    "https://strategicwealthconcepts.net/about",
    "https://tagpg.org",
    "https://twitter.com/mycgfinancial",
    "https://university-wealth.com",
    "https://wisdomfinancialadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110929",
  "disclosure_items": [
    {
      "item": "11.H(1)(c)",
      "question": "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?"
    },
    {
      "item": "11.H(2)",
      "question": "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)?"
    }
  ],
  "city_as_filed": "WILLIAMSTON",
  "url": "https://advisorcensus.com/firm/cg-advisory-services-williamston-mi-110929",
  "display_name": "CG Advisory Services",
  "summary": "CG Advisory Services is an SEC-registered investment advisory firm in Williamston, MI, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. CG Advisory Services (CRD 110929): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is CG Advisory Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CG Advisory Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "Where is CG Advisory Services located?",
      "a": "CG Advisory Services' principal office is in Williamston, MI, according to its Form ADV; the April 2026 filing also lists 21 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is CG Advisory Services registered with the SEC or a state?",
      "a": "CG Advisory Services is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 110929."
    },
    {
      "q": "How much does CG Advisory Services manage?",
      "a": "CG Advisory Services reports $4,640,991,840 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have CG Advisory Services' assets and staff changed since 2021?",
      "a": "In the Form ADV data for CG Advisory Services: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does CG Advisory Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,218); high net worth individuals (680); pension and profit sharing plans (but not the plan participants or government pension plans) (409)."
    },
    {
      "q": "Which custodians does CG Advisory Services use?",
      "a": "CG Advisory Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Axos Invest LLC, Charles Schwab & Co., Inc., LPL Financial LLC and Trade-PMR Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does CG Advisory Services report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.H(1)(c) (regulator's civil action dismissed under a settlement) and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110929"
    },
    {
      "q": "What changed in CG Advisory Services' recent Form ADV filings?",
      "a": "In the April 2026 filing data: 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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2584048501.0,
      "total_employees": 70,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2881322820.0,
      "total_employees": 80,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2698457681.0,
      "total_employees": 80,
      "filing_date": "2023-07-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3215431631.0,
      "total_employees": 130,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4020782560.0,
      "total_employees": 136,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4640991840.0,
      "total_employees": 136,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in Burnsville, MN.",
        "No longer lists an office in Minneapolis, MN."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Axos Invest LLC",
      "name_as_filed": "AXOS INVEST LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Trade-PMR Inc.",
      "name_as_filed": "TRADE-PMR INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cg-advisory-services-williamston-mi-110929.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4218,
      "fewer_than_5": false,
      "raum": 1114185120.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 680,
      "fewer_than_5": false,
      "raum": 1734902687.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 409,
      "fewer_than_5": false,
      "raum": 495837696.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 31,
      "fewer_than_5": false,
      "raum": 4713768.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 276,
      "fewer_than_5": false,
      "raum": 1291352569.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110929",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}