WILLIAMSTON, MICRD 110929Latest ADV March 26, 2026
Cg Advisory Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamston, MI. Its latest Form ADV filing, dated March 26, 2026, reports $4.6B in regulatory assets under management, 136 employees, 25 offices, and 18,187 accounts.
Assets Under Management
$4.6B
Employees
136
Offices
25 offices
Total Clients
5,614
Primary office
WILLIAMSTON, MI
148 E GRAND RIVER AVE., WILLIAMSTON, MI, United States
Top client segmentIndividuals represent 75.1% of total clients.
Top client categories% of clientsClients
1
Individuals
75.1%
4,218
2
HNWI
12.1%
680
3
Pension Plans
7.3%
409
4
Corporations
4.9%
276
5
Charitable
0.6%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of March 26, 2026
Discretionary100.0%
$4.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.6B
Total Accounts18,187
10Y AUM Change+$3.2B (+230.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees136
Clients per Employee41:1
10Y Employee Change+84 (+161.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.