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CBG & COMPANY, INC.

FISHERS, IN · CRD 149225 · IAPD ↗ · cbgfinancialplanning.com · 317-257-7400

$270.7MRegulatory AUM
3Advisory reps
9Employees
31Clients
51-100Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — CBG & COMPANY, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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