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| Happy Holidays!! thanks for using AUM13F!! |
| CBG & Company Inc
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| CRD # | 149225 |
| SEC # | 801-112354 |
| CIK # | |
| AUM | $252.1 M (2025-03-07) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 317-257-7400 |
| Address | 14074 Trade Center Drive Fishers, IN 46038 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 17.0 |
| (b) Individuals (high net worth individuals) | 113 | 175.9 |
| (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 | 54 | 59.2 |
| (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 | 543 | 252.1 |
| By Discretionary | ||
| Discretionary | 543 | 252.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 543 | 252.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.1 | |
| Total | 543 | 252.1 |
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|---|---|---|
|
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0.3 | |
|
JP Wealth Management Inc
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|
SC | 0.3 |
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Pacifica Partners Inc
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0.3 | |
|
BNB Wealth Management LLC
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MD | 0.3 |
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Westco Advisory Services Inc
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NY | 0.3 |
|
Peak Financial Advisors LLC
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|
Hardy & Hardy Co LLC
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|
OH | 0.3 |
|
Fox Hill Wealth Management
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|
MA | 0.3 |
|
Norris Financial Group LLC
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|
SC | 0.3 |
|
Glass Wealth Management Co LLC
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|
TX | 0.3 |