CGN Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
CGN Advisors LLC
CRD #159359
SEC #801-72913
CIK #0001841506
AUM 1,600.9 M (2026-06-22)
Employees 51 (76% Investors, 0% Brokers)
Phone910-333-6659
Address512 Poyntz Ave
Manhattan, KS 66502
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
17001360102068034002010201520212027
CIK Period
0001841506
Sector Form 13F Holdings Value ($M)
Global MOFY Metaverse Ltd 29.7
Apple Inc 14.9
Nvidia Corp 12.5
Alphabet Inc 12.4
Microsoft Corp 12.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 788 281.7
(b) Individuals (high net worth individuals) 493 1,222.3
(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 25 25.1
(h) Charitable organizations 7 5.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 1 63.6
(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 2.3
(n) Other 0 0.0
Total 4,023 1,600.9
By Discretionary
Discretionary 4,021 1,600.4
Non-Discretionary 2 0.4
Total 4,023 1,600.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,600.9
Total 4,023 1,600.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001841506]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
Clients999
ServesInstitutional, Retail, Research
Comparable Firms State AUM
ISC Advisors Inc
TX 1,617.8 M
Fortis Capital Advisors LLC
KS 1,615.6 M
Sierra Capital LLC
FL 1,612.3 M
Momentum Independent Network Inc
TX 1,609.5 M
Beam Wealth Advisors Inc
LA 1,600.5 M
Means Investment Co Inc
ME 1,594.6 M
Consolidated Portfolio Review Corp
NY 1,591.9 M
Ciccarelli Advisory Services Inc
FL 1,586.3 M
Invst LLC
IN 1,565.1 M
Godsey & GIBB Inc
VA 1,560.6 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com