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| Happy Holidays!! thanks for using AUM13F!! |
| CGN Advisors LLC
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|---|---|
| CRD # | 159359 |
| SEC # | 801-72913 |
| CIK # | 0001841506 |
| AUM | $1.3 B (2025-07-03) |
| Employees | 41 (100% Investors, 0% Brokers) |
| Phone | 910-333-6659 |
| Address | 512 Poyntz Ave Manhattan, KS 66502 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 24.3 | ||
| Microsoft Corp | 14.3 | ||
| Nvidia Corp | 10.8 | ||
| Apple Inc | 9.7 | ||
| Amazon Com Inc | 8.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 703 | 224.5 |
| (b) Individuals (high net worth individuals) | 473 | 973.2 |
| (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 | 23 | 18.8 |
| (h) Charitable organizations | 4 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 39.3 |
| (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 | 9 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,609 | 1,261.6 |
| By Discretionary | ||
| Discretionary | 3,608 | 1,261.1 |
| Non-Discretionary | 1 | 0.4 |
| Total | 3,609 | 1,261.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,261.6 | |
| Total | 3,609 | 1,261.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001841506] |
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