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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 Oct 1, 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
- Website
- http://www.tagpg.org
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 17,945 | 5,614 | decreased by12,331 |
| Apr 1, 2026 | AUM | $4,020,782,560 | $4,640,991,840 | increased by$620,209,280 |
| Apr 1, 2026 | Accounts | 17,952 | 18,187 | increased by235 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 80 | 136 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8,752 | 17,945 | increased by9,193 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,881,322,820 | $4,020,782,560 | increased by$1,139,459,740 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 15,913 | 17,952 | increased by2,039 |
| Apr 1, 2022 | Employees | 70 | 80 | increased by10 |
| Apr 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | Clients | 9,636 | 8,752 | decreased by884 |
| Apr 1, 2022 | AUM | $2,584,048,501 | $2,881,322,820 | increased by$297,274,319 |
| Apr 1, 2022 | Accounts | 15,603 | 15,913 | increased by310 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CG ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CG ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
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.