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CG ADVISORY SERVICES
CAPITAL ASSET ADVISORY SERVICES, LLC.
CRD 110929 · SEC 801-67082
148 E GRAND RIVER AVE., WILLIAMSTON, MI, 48895, United States
Phone
517-339-7662
Fax
517-339-1573
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.64B
Discretionary AUM
$4.64B
Team
136 total employees; 69 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4218 | $1.11B |
| High net worth individuals | 680 | $1.73B |
| Pension/profit sharing plans | 409 | $495.8M |
| Charitable organizations | 31 | $4.7M |
| Corporations/business entities | 276 | $1.29B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- http://www.austinfinancial.us
- https://www.facebook.com/carrcapitalLLC/
- http://www.university-wealth.com
- https://www.facebook.com/advancedwealthstrategies
- https://www.facebook.com/pages/CG-Financial-Services/363853700440338
- https://www.facebook.com/universitywealth
- https://twitter.com/mycgfinancial
- https://www.facebook.com/pages/Austin-Tax-and-Financial/123194877760194
- https://www.university-wealth.com/
- http://mycgfinancial.com
- https://www.carrcapitalllc.net
- https://www.linkedin.com/company/cg-financial-services/mycompany/
- https://www.facebook.com/pages/Strategic-Wealth-Concepts/364707560277433
- http://www.strategicwealthconcepts.net/about
- http://www.tagpg.org
- https://advanced-wealth.com/
- https://prizantgroup.com/
- https://cgadvisornetwork.com/
- https://www.linkedin.com/in/dan-mcpherson-cfp%C2%AE-chfc%C2%AE-05187015/detail/recent-activity/
- https://www.linkedin.com/company/advanced-wealth-strategies/
- https://www.linkedin.com/company/the-prizant-group-ltd-
- https://www.facebook.com/prizantgroup//
- https://www.ro-cap.com/
- https://elevatelifewealth.com/
- https://gwealth.com/atf
- https://www.oneil-wealth.com/about
- https://www.atfwealth.com/
- https://wisdomfinancialadvisors.com/
Official SEC filing: View on IAPD