CBG & COMPANY, INC.

Overview

CBG & Company, Inc. is an independent RIA organized as a corporation and SEC-registered since 2018. The firm serves both individual and institutional clients and combines advisory services with accounting capabilities. Its advisory menu emphasizes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed-fee engagements, which supports work ranging from ongoing asset management to one-off planning or consulting projects. Investment activity is weighted toward pooled public vehicles. The firm reports a clear preference for public funds and mutual funds as the primary vehicle for client exposure, with a significant portion of client assets held in those vehicles. Custody relationships and the discretionary nature of the assets suggest CBG & Company implements centrally managed strategies for most client relationships rather than acting solely as a planner or project-based consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices