# CG Advisory Services

> 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.

- CRD: 110929
- Filed as: CG ADVISORY SERVICES
- 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)
- Location: Williamston, MI
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110929
- AdvisorCensus page: https://advisorcensus.com/firm/cg-advisory-services-williamston-mi-110929

## Quick answers

**How is CG Advisory Services compensated?**
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.

**Where is CG Advisory Services located?**
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).

**Is CG Advisory Services registered with the SEC or a state?**
CG Advisory Services is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 110929.

**How much does CG Advisory Services manage?**
CG Advisory Services reports $4,640,991,840 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have CG Advisory Services' assets and staff changed since 2021?**
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.

**What types of clients does CG Advisory Services serve?**
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).

**Which custodians does CG Advisory Services use?**
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.

**Does CG Advisory Services report any disciplinary disclosures?**
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

**What changed in CG Advisory Services' recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Axos Invest LLC
- Charles Schwab & Co., Inc.
- LPL Financial LLC
- Trade-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.

### Regulatory assets under management (Item 5.F)
- Total: $4,640,991,840
- Discretionary: $4,640,991,840
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,218 | $1,114,185,120 |
| High net worth individuals | 680 | $1,734,902,687 |
| 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) | 409 | $495,837,696 |
| Charitable organizations | 31 | $4,713,768 |
| 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 | 276 | $1,291,352,569 |
| 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2006 (20 years)
- Employees: 136 total, 69 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110929

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Ann Arbor, MI
- Burnsville, MN
- Caro, MI
- Charlotte, NC
- Frisco, TX
- Galesburg, IL
- Geneva, IL
- Haslett, MI
- Howell, MI
- Idaho Falls, ID
- Longview, TX
- Marquette, MI
- Munising, MI
- Okemos, MI
- Richmond, VA
- St Joseph, MI
- Travese City, MI
- Troy, MI
- Tulsa, OK
- Williamston, MI
- Wilmington, NC

### Websites listed on Form ADV (Item 1.I)
- advanced-wealth.com
- atfwealth.com
- austinfinancial.us
- carrcapitalllc.net
- cgadvisornetwork.com
- elevatelifewealth.com
- gwealth.com/atf
- mycgfinancial.com
- oneil-wealth.com/about
- prizantgroup.com
- ro-cap.com
- strategicwealthconcepts.net/about
- tagpg.org
- university-wealth.com
- wisdomfinancialadvisors.com
- Facebook @advancedwealthstrategies
- Facebook @carrcapitalLLC
- Facebook @Austin-Tax-and-Financial
- Facebook @CG-Financial-Services
- Facebook @Strategic-Wealth-Concepts
- Facebook @prizantgroup
- Facebook @universitywealth
- LinkedIn @advanced-wealth-strategies
- LinkedIn @cg-financial-services
- LinkedIn @the-prizant-group-ltd-
- LinkedIn @dan-mcpherson-cfp®-chfc®-05187015
- X @mycgfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,584,048,501 | 70 | March 31, 2021 |
| October 2022 | $2,881,322,820 | 80 | March 31, 2022 |
| October 2023 | $2,698,457,681 | 80 | July 17, 2023 |
| October 2024 | $3,215,431,631 | 130 | March 27, 2024 |
| October 2025 | $4,020,782,560 | 136 | March 20, 2025 |
| October 2026 | $4,640,991,840 | 136 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### November 2025
- Added an office in Burnsville, MN.
- No longer lists an office in Minneapolis, MN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CG Advisory Services (CRD 110929): Form ADV filing data as of October 2026.