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CG Advisory Services

CG Advisory Services. CRD 110929

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CRD: 110929

CG Advisory Services

Williamston, MI, 48895
5173397662
cgadvisornetwork.com
$4.6B Total AUM
$4.6B Disc. AUM
15.4% 3Y CAGR
136 Employees
5,614 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Altruist · Axos · Charles Schwab & Company · LPL Financial · TD Ameritrade · Trade-PMR
Clients
Retail and Institutional
Platforms
Capital element
Established Date
08-10-2006
Office Locations
33

Office Locations

100 W BIG Beaver Road Ste. 200 Troy MI
1005 SW 87th AVE Miami FL
10800 Midlothian Turnpike STE 200 North Chesterfield VA

About CG Advisory Services

CG Advisor Network (CG Advisory Services) supports independent advisors/wealth managers by taking on back-office, technology, and investment management burdens. It provides business consulting and coaching to set firm KPIs, optimize team structure, and define roles to improve operating efficiency. Client focus includes entrepreneurs, with portfolios spanning asset allocation across mutual funds/ETFs and select alternatives; custody includes Schwab.

Team overview

36 AVG AGE
$67.3M AVG AUM / ADVISOR
$826.7K AVG AUM / CLIENT
6.8 yrs AVG TENURE
136 Employees
69 Advisory Reps
17 RIA Reps
19yrs Firm Age

Insights

Open the full profile to inspect shifts in capital value.
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Open the full profile to inspect shifts in foundation quantum.
Full visibility includes strategy notes for pathway prime element.

Asset Classes

Radial oak Pathway meridian Eagle Harbor harbor North radial Vital

Client Personas

Glacier wave

Custodian

Frontier prime Radial Insight Alpha legacy

Investment Themes

Ridge matrix Foundation matrix Summit Catalyst

Investment Vehicles

Beacon

Platform

Harbor glacier Unison

Services

Crest Vector Ridge timber Horizon Vital Foundation summit Wave

Technology

Meridian

Owner & Executives

ANTHONY JOSEPH MAZZALI

ANTHONY JOSEPH MAZZALI

Managing Member, Partner

CRD
#2333739
Ownership
50% but less than 75%
(523) 875-1071
alpha.oak@signalcapital.com
in linkedin.com/in/vertex-vital
JEFFREY JOHN CASEY

JEFFREY JOHN CASEY

Managing Member, Partner

CRD
#3040426
Ownership
10% but less than 25%
(425) 769-9580
timber.vertex@horizoncapital.com
in linkedin.com/in/meridian-vital
A

Alpha vertex

Vertex element insight

CRD
#56289
Ownership
36.4%
(980) 741-1336
quantum.zenith@eaglecapital.com
in linkedin.com/in/vertex-insight

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Contacts

R

RICHARD GRAY ADAMS Jr.

Broker

CRD
#6489315
(946) 377-3846
matrix.fusion@frontiercapital.com
in linkedin.com/in/alpha-bridge
Joseph Alamo

Joseph Alamo

Financial Advisor

CRD
#7307129
(603) 805-4711
ember.zenith@eaglecapital.com
in linkedin.com/in/north-oak
H

Horizon unison

Focus quantum radial

CRD
#12566
(346) 527-4324
north.bridge@capitalcapital.com
in linkedin.com/in/element-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
07-17-2023
03-27-2024
10-31-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $4,640,991,840 $255,182
Non-Discretionary $0 --
Total $4,640,991,840 $255,182

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Separately Managed Accounts

Total SMA Asset: $4,640,991,840

$4.6B Total SMA
Public Funds:
29.7%
Equity - Exchange:
18.9%
Other:
11.7%
Cash:
19.8%
U.S. Government/Agency:
19.9%
Asset class Assets Assets %
Public Funds $1,494,047,267 29.7%
Equity - Exchange $950,757,352 18.9%
Other $588,564,075 11.7%
Cash $996,031,511 19.8%
U.S. Government/Agency $1,001,061,973 19.9%
Total $5,030,462,178 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CATALYST HORIZON EMBER FUSION BYMO0NJWZ VXGO 7.86% $38,093,417
BRIDGE FUSION FUSION OAK K2EXW3VP0 VAQ 7.79% $71,966,207
MOMENTUM HORIZON OPTIMA UNISON S8O3K83Q9 GDX 12.30% $70,450,370
DELTA BEACON PRIME MATRIX FRONTIER FHYX9IV1U VGASI 0.66% $58,469,966
UNISON QUANTUM DELTA HARBOR 9EGG987RY BVS 8.02% $76,035,126
CATALYST HARBOR MOMENTUM QUANTUM LEGACY ET96YZYY1 AJM 10.18% $45,372,394
OPTIMA ALPHA QUANTUM HARBOR PATHWAY 2FZ5T1160 UOKMI 2.95% $20,233,269
EAGLE FOCUS NORTH MATRIX J6LMZL8NJ ZGZZ 9.52% $104,591,037

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