$270.7M Total AUM
$270.7M Disc. AUM
11.4% 3Y CAGR
9 Employees
242 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-14-2009
- Office Locations
- 2
Office Locations
14074 Trade Center Drive Suite 151 Fishers IN
-- Clearwater FL
About CBG & Company, Inc.
CBG & Company provides financial planning and portfolio management for emerging dentists, helping clients set long-term goals, manage cash flow and debt, implement risk management, and evaluate practice purchase opportunities. Investment implementation centers on diversified asset allocation using vehicles such as ETFs and mutual funds, with custody including Charles Schwab.
Team overview
47 AVG AGE
$90.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
16.5 yrs AVG TENURE
9 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
Available
Available
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Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROY CRAIG BODINUS
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4543804
- Ownership
- 25% but less than 50%
Available
Available
Available
N
NICHOLAS DAVID CATLIN
Principal
- CRD
- #4341374
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $270,678,780 | $515,579 |
| Non-Discretionary | $0 | -- |
| Total | $270,678,780 | $515,579 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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