C
CRD: 127277
CG Maton Advisory, Inc.
Alpharetta, GA, 30004
6782971217
$45.4M Total AUM
$45.4M Disc. AUM
-- 3Y CAGR
3 Employees
6 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Stonex
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-26-1998
- Office Locations
- 2
Office Locations
2402 Abbey Court Alpharetta GA
-- Lakewood CO
About CG Maton Advisory, Inc.
CG Maton Advisory, Inc. is a Alpharetta-based RIA with 2 offices. The firm has been operating for 28 years. Managing $45.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Stonex. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$22.7M AVG AUM / ADVISOR
$7.6M AVG AUM / CLIENT
12.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
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Asset Classes
Catalyst Peak Capital bridge Value atlas
Client Personas
Prime
Investment Themes
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Investment Vehicles
Pioneer
Services
Harbor Glacier Value Summit vertex Ridge momentum Foundation summit Pioneer Pioneer Oak
Owner & Executives
C
CHARLES GILBERT MATON
Chief Compliance Officer, President
- CRD
- #1018979
- Ownership
- 75% or more
(476) 485-9308
fusion.signal@elementcapital.com
in linkedin.com/in/insight-element
C
Christopher Lescarbeau
Advisor, Chief Financial Officer
- CRD
- #7542636
- Ownership
- Less than 5%
(434) 444-1708
momentum.pioneer@vertexcapital.com
in linkedin.com/in/fusion-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,392,688 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,392,688 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,392,688
Public Funds:
26.3% Equity - Exchange:
13.0% Cash:
60.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,322,503,927 | 26.3% |
| Equity - Exchange | $1,148,005,744 | 13.0% |
| Cash | $5,360,303,741 | 60.7% |
| Total | $8,830,813,412 | 100.0% |