Cbg & Company, Inc.
Cbg & Company, Inc. is an SEC-registered wealth manager in Fishers, IN with $270.7M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Cbg & Company, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149225, SEC 801-112354, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $270.7M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Fishers, IN
- Employees
- 9
- Clients
- 211
- CRD
- 149225
- Ownership
- GARWOOD, DANIEL, EUGENE; BODINUS, ROY, CRAIG; CLARK, JAMES, EDWARD; CATLIN, NICHOLAS, DAVID
How much AUM does Cbg & Company, Inc. have?
Cbg & Company, Inc. reported $270.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Cbg & Company, Inc.?
Disclosed owners and executives of Cbg & Company, Inc. include GARWOOD, DANIEL, EUGENE, BODINUS, ROY, CRAIG, CLARK, JAMES, EDWARD, CATLIN, NICHOLAS, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.