CGN Advisors, LLC

RIASEC RegisteredEst. 2011

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$398K

Accounts

4,023

Employees

Advisory reps

Firm details

Headquarters: Manhattan, Kansas
CRD number: 159359
Registered since: December 8, 2011
Website: www.cgnadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.35%
Individuals17.6%
Other Investment Advisers3.98%
Pension & Profit Sharing Plans1.57%
Charitable Organizations0.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

CGN Advisors, LLC is an independent, SEC-registered Registered Investment Adviser organized as an LLC and active since 2011. The firm positions itself as a capital allocator for both individual/family clients and institutional accounts, offering financial planning alongside discretionary portfolio management for individuals, small businesses and institutions. Its service menu also includes pension consulting, selection of outside advisers and educational seminars. Fee arrangements mix percentage-of-AUM billing with hourly and fixed-fee engagements. CGN does not identify as an active ESG investor. As a capital allocator, the firm blends pooled public funds with allocations to external alternative managers.