CMG Financial Consulting

Overview

CMG Financial Consulting is an independent registered investment adviser structured as an LLC and owner-operated. The firm markets itself to both individual and family clients as well as institutional relationships, and it serves as a capital allocator that also provides accounting-linked services. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third-party advisers. Fee arrangements cover percentage-of-assets, hourly and fixed-fee engagements. Investment activity is skewed strongly toward publicly traded equities delivered predominantly in separate account wrappers. The firm maintains a high level of discretionary authority over client portfolios and emphasizes liquid, market-traded exposures while retaining the ability to place clients into third-party alternative managers when appropriate. CMG is not positioned as an ESG investor and operates under SEC registration as of 2024.

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Public Holdings

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Location & Offices