Cgaa

Overview

Cgaa is organized as a corporation and is registered as an institutional registered investment adviser. The firm reports an owner classified as an individual and charges clients on a percentage-of-assets-under-management basis. Filings indicate Cgaa serves institutional clients while also listing portfolio management for individuals and small businesses among its advisory activities. It does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Cgaa lists broker-dealer and insurance company affiliations, suggesting distribution or product relationships alongside its advisory work. The firm is not described as newly formed or as a related adviser to another registered entity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices