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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge quantumCatalyst timber
- Established Date
- 04-09-1999
- Office Locations
- 1
Office Locations
About CFG Wealth Management Services INC
CFG Wealth Management Services is a Personal Financial Fiduciary® advisory firm serving individuals and families as a primary trusted adviser, intentionally working with a limited number of clients. The team provides discretionary portfolio management built around investment policy statements, low-cost index ETFs, and statistically driven (mean-variance) portfolio construction, with monthly performance and allocation reporting. Comprehensive financial planning is delivered exclusively by CFP® professionals, and the firm also provides fiduciary retirement plan consulting for business owners (401(k), pension, profit sharing).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL DILLARD PUCKETT
Chief Executive Officer, President, President, Chief Executive Officer
- CRD
- #1022606
- Ownership
- 75% or more
JONATHAN WAYNE HARRIER
Chief Compliance Officer, Chief Investment Officer
- CRD
- #2940130
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,201,914 | $545,554 |
| Non-Discretionary | $0 | -- |
| Total | $110,201,914 | $545,554 |
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Separately Managed Accounts
Total SMA Asset: $110,201,914
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $791,130,190 | 21.6% |
| Municipal Bonds | $1,527,320,784 | 41.7% |
| Cash | $1,344,188,796 | 36.7% |
| Total | $3,662,639,770 | 100.0% |