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Firm profile

Cg Advisory Services

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
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(517) 339-7662
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOKenneth P. Evangelista

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.