CG Capital Wealth LLC
Firm details
- Headquarters
- Hialeah, Florida
- CRD number
- 342521
- Website
- cgcapitalwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
CG Capital Wealth LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Its billing is a mix of percentage-of-AUM and fixed fees. The adviser does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Connor Goodwin
Founder & PresidentCRD 7618444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hialeah, FL
Miami Dade
Location
Hialeah, FL
Headquartered in Hialeah, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 7236 W 4th Ave
- Time zone
- ET (UTC-5)
- Office locations
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