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CG ADVISORY SERVICES

WILLIAMSTON, MI · CRD 110929 · IAPD ↗ · austinfinancial.us · 517-339-7662

$4.64BRegulatory AUM
69Advisory reps
136Employees
0Clients
51-100Planning clients
0Private funds
51States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CG ADVISORY SERVICES's Item 11 disclosure-reporting entries rose by 1 (2 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
63
April 2026 — CG ADVISORY SERVICES reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2025 — CG ADVISORY SERVICES added office(s): 25 -> 31 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — CG ADVISORY SERVICES reported RAUM up 25% ($3.22B -> $4.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — CG ADVISORY SERVICES moved its main office from HASLETT, MI to WILLIAMSTON, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — CG ADVISORY SERVICES shrank from 75 to 68 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.