Firm profile

CGN ADVISORS, LLC

MANHATTAN, KSCRD 159359Latest ADV April 7, 2026

Cgn Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manhattan, KS. Its latest Form ADV filing, dated April 7, 2026, reports $1.6B in regulatory assets under management, 53 employees, 34 offices, and 4,023 accounts.

Assets Under Management
$1.6B
Employees
53
Offices
34 offices
Total Clients
1,321
Primary office
MANHATTAN, KS
512 POYNTZ AVE, SUITE 120, MANHATTAN, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael L. Greim

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.7% of total clients.
Top client categories% of clientsClients
1
Individuals
59.7%
788
2
HNWI
37.3%
493
3
Pension Plans
1.9%
25
4
Charitable
0.5%
7
5
Corporations
0.5%
7
Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.6Bas of April 7, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$437K
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$1.6B
Total Accounts4,023
10Y AUM Change+$1.5B (+2022.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees53
Clients per Employee25:1
10Y Employee Change+29 (+120.8%)

* 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.