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| Keyboard |
| CBG & Company Inc
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|---|---|
| CRD # | 149225 |
| SEC # | 801-112354 |
| CIK # | |
| AUM | 270.7 M (2026-03-18) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 317-257-7400 |
| Address | 14074 Trade Center Drive Fishers, IN 46038 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 13.4 |
| (b) Individuals (high net worth individuals) | 114 | 195.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 50 | 62.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 270.7 |
| By Discretionary | ||
| Discretionary | 525 | 270.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 525 | 270.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.7 | |
| Total | 525 | 270.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 31 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
True Blue Financial LLC
✚
|
MI | 271.5 M |
|
Eastgate Capital Advisors LLC
✚
|
IL | 271.5 M |
|
Palisades Investment Partners LLC
✚
|
CA | 271.0 M |
|
OFG Financial Services Inc
✚
|
KS | 271.0 M |
|
Councilmark Asset Management LLC
✚
|
TN | 270.8 M |
|
Pan Global Advisers LLC
✚
|
CA | 270.5 M |
|
Financial Futures Limited Liability Company
✚
|
NJ | 270.5 M |
|
The Jenkins Financial Group Inc
✚
|
GA | 270.1 M |
|
Leo H Evart Inc
✚
|
CA | 269.9 M |
|
Client First Capital LLC
✚
|
269.7 M |