Cg Advisory Services

Registered investment adviser · Williamston, MI · CRD #110929

Form ADV data as of 2026-09-01

Regulatory assets

$4.64 billion

Total accounts

18,187

Employees

136

Disclosure events

Firm details

Website: http://www.austinfinancial.us
Telephone: 517-339-7662
SEC file number: 801-67082
Most recent Form ADV filing: 2026-03-26
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A court dismissed an investment-related civil action under a settlement agreement
Currently subject to a civil proceeding that could result in a disclosure under 11.H.(1)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$4.64 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$4.64 billion
Discretionary accounts	18,187
Non-discretionary accounts	0
Total accounts	18,187
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	136
Employees performing investment advisory functions (including research)	69
Employees who are registered representatives of a broker-dealer	17
Employees registered as investment adviser representatives with a state	17
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	35
Firms or persons who solicit advisory clients on the firm's behalf	9

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	3

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Commissions

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Insurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	4,218	$1.11 billion
High net worth individuals	680	$1.73 billion
Pension and profit sharing plans (not the participants or government plans)	409	$495.8 million
Charitable organizations	31	$4.7 million
Corporations or other businesses not listed above	276	$1.29 billion