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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Beacon beaconPioneer
- Established Date
- 01-03-2011
- Office Locations
- 1
Office Locations
About CGC Financial Services
CGC Financial Services is a Lake Oswego, Oregon advisory firm serving individuals and families with client-centered financial planning, including estate planning and guidance through life transitions. The team builds tailored strategies based on client goals and risk tolerance, using investment vehicles such as mutual funds and ETFs. Operates across retail and institutional relationships and primarily custodies with Charles Schwab.
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Owner & Executives
GLEN ALLEN CLEMANS
CERTIFIED FINANCIAL PLANNER, FOUNDING PARTNER
- CRD
- #1618828
- Ownership
- 50% but less than 75%
DAVENA MARIE YEE
Financial Advisor
- CRD
- #4669435
- Ownership
- 10% but less than 25%
Unison prime
Ember zenith alpha
- CRD
- #89272
- Ownership
- 11.4%
Showing 2 of 7 owners & executives
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AIDAN Jude RANDALL
--
- CRD
- #7736421
Showing 1 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $856,106,449 | $278,047 |
| Non-Discretionary | $19,678,526 | $819,939 |
| Total | $875,784,975 | $282,238 |
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Separately Managed Accounts
Total SMA Asset: $875,784,975
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $241,659,713 | 18.2% |
| Cash | $354,522,765 | 26.7% |
| Equity - Exchange | $731,618,141 | 55.1% |
| Total | $1,327,800,619 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX LEGACY MOMENTUM | UNISON MERIDIAN | C4U6QI412 | GBHWM | 7.66% | $77,001,503 |
| VALUE HARBOR | QUANTUM OAK | Q29H5UNXD | EBM | 10.40% | $97,126,063 |
| ZENITH BRIDGE | VERTEX VALUE | 94SK8S438 | XKMGM | 1.69% | $54,739,267 |
| NORTH BRIDGE EAGLE | PIONEER FUSION | A7U53UJFM | VSZZ | 1.86% | $43,613,916 |
| FOCUS INSIGHT EAGLE | PIONEER ATLAS | QZIC9PF4E | YEB | 4.95% | $88,500,527 |
| CAPITAL VITAL QUANTUM | RIDGE ELEMENT | K6ZD5L0TY | YURMF | 4.45% | $93,816,152 |
| WAVE VALUE FOCUS | ZENITH BEACON | 0A9KU9A1R | ZAGFL | 4.07% | $13,425,328 |
| PIONEER ATLAS | MATRIX CAPITAL | O55XPMS5F | LKN | 1.71% | $21,503,577 |