CGN Advisors LLC

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Assets, Funds, Holdings

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CGN Advisors LLC
CRD #159359
SEC #801-72913
CIK #0001841506
AUM $1.1 BB (2024-08-22)
Employees 42 (100% Investors, 0% Brokers)
Phone910-333-6659
Address512 Poyntz Ave
Manhattan, KS 66502
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
120096072048024002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SPEM 16.0
MSFT 1,918,222.4 11.1
AAPL 2,382,844.0 9.5
NVDA 399,550.0 7.8
GOOGL 1,475,138.5 7.4
AMZN 1,092,997.8 7.3
 
 
 
 
 
Holdings by Sector ($MM)
90072054036018002020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 779 292.1
(b) Individuals (high net worth individuals) 339 650.6
(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 9 8.2
(h) Charitable organizations 5 4.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 3 178.5
(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 7 1.8
(n) Other 0 0.0
Total 3,627 1,135.2
By Discretionary
Discretionary 3,581 1,121.0
Non-Discretionary 46 14.2
Total 3,627 1,135.2
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 1,134.8
Total 3,627 1,135.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001841506]
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Triune Financial Partners LLC
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