CG Maton Advisory, Inc.

Overview

CG Maton Advisory, Inc. is an independent, privately owned advisory corporation that focuses on serving individual and family clients. The firm functions as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its business model also encompasses broker‑dealer registered representative activity and insurance brokerage. Fee arrangements are flexible and include percentage‑of‑AUM fees as well as hourly and fixed fees. The firm does not present itself as an ESG investor and maintains a relatively concentrated client base. Its advisory approach leans on third‑party managers for specialized strategies, consistent with the stated role of selecting other advisers.

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Public Holdings

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Location & Offices