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CG ADVISORY SERVICES
Legal name: CAPITAL ASSET ADVISORY SERVICES, LLC.
CRD 110929File 801-67082
APPROVED
Retail clients
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.64B
Top 25% of cohort (national)
Discretionary AUM
$4.64B
Clients
5,614
18,187 accounts
Employees
136
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 10, 2006
- Principal office
- 148 E GRAND RIVER AVE., WILLIAMSTON, MI, 48895
- Phone
- 517-339-7662
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.64B
- Discretionary AUM
- $4.64B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 18,187
- Non-discretionary accounts
- 0
- Total accounts
- 18,187
- AUM per client
- $827K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 276 | $1.29B |
| Charitable organizations | 31 | $4.7M |
| High net worth individuals | 680 | $1.73B |
| Pension and profit sharing plans | 409 | $495.8M |
| Individuals (other than high net worth individuals) | 4,218 | $1.11B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
- Q11H1C
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.