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CGN ADVISORS, LLC
CRD 159359File 801-72913
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.60B
Top 25% of cohort (national)
Discretionary AUM
$1.60B
Non-discretionary $437K
Clients
1,321
4,023 accounts
Employees
49
Top 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 8, 2011
- Principal office
- 512 POYNTZ AVE, SUITE 120, MANHATTAN, KS, 66502
- Phone
- 910-333-6659
- Website
- HTTP://WWW.ARCADIAFS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.60B
- Discretionary AUM
- $1.60B
- Non-discretionary AUM
- $437K
- Discretionary accounts
- 4,021
- Non-discretionary accounts
- 2
- Total accounts
- 4,023
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $2.3M |
| Charitable organizations | 7 | $5.9M |
| Other investment advisers | Fewer than 5 | $63.6M |
| High net worth individuals | 493 | $1.22B |
| Pension and profit sharing plans | 25 | $25.1M |
| Individuals (other than high net worth individuals) | 788 | $281.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 51 | 49 | decreased by2 |
| Jul 1, 2026 | Employees | 52 | 51 | decreased by1 |
| Jun 1, 2026 | Employees | 53 | 52 | decreased by1 |
| Apr 1, 2026 | Employees | 51 | 53 | increased by2 |
| Feb 1, 2026 | Employees | 38 | 51 | increased by13 |
| Feb 1, 2026 | Clients | 1,214 | 1,321 | increased by107 |
| Feb 1, 2026 | AUM | $1,261,550,096 | $1,600,884,203 | increased by$339,334,107 |
| Feb 1, 2026 | Accounts | 3,609 | 4,023 | increased by414 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 41 | 38 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 47 | 41 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 638 | 1,214 | increased by576 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $551,139,500 | $1,261,550,096 | increased by$710,410,596 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,945 | 3,609 | increased by1,664 |
| Oct 1, 2022 | Employees | 46 | 47 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CGN ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CGN ADVISORS” 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.