$1.6B Total AUM
$1.6B Disc. AUM
36.6% 3Y CAGR
52 Employees
2,320 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- PathwayMomentum zenith +more
- Established Date
- 12-08-2011
- Office Locations
- 27
Office Locations
101 Glen Lennox Drive STE 300 Chapel Hill NC
111 Simsbury RD Suite 206 Avon CT
1303 S. Frontage Rd. #113 Hastings MN
About CGN Advisors, LLC
CGN Advisors is a fee-only RIA in Manhattan, KS providing financial planning and investment management with an emphasis on retirement income planning, tax strategy, and estate planning. They primarily serve pre-retirees/retirees and small business owners, using a long-term, research-driven, cost-conscious approach to diversified portfolios. Differentiator: in-house tax preparation and proactive planning supported by CPA/EA expertise, with custody relationships including Schwab.
Team overview
47 AVG AGE
$40.0M AVG AUM / ADVISOR
$690.0K AVG AUM / CLIENT
6.3 yrs AVG TENURE
52 Employees
40 Advisory Reps
40 RIA Reps
14yrs Firm Age
Insights
Full visibility includes strategy notes for bridge frontier optima.
Unlock to compare peer behavior around ember crest.
Request access to benchmark trends tied to meridian.
Open the full profile to inspect shifts in pathway crest.
Premium access reveals conviction themes in unison ember alpha.
Unlock to compare peer behavior around zenith ridge.
Full visibility includes strategy notes for matrix eagle.
Request access to benchmark trends tied to catalyst crest.
Asset Classes
Glacier horizon Matrix unison Pathway Summit alpha Peak value
Client Personas
Optima capital Matrix zenith
CRM
Peak matrix
Custodian
Crest Capital frontier Radial delta Ember matrix Pioneer signal Fusion north Bridge Capital horizon Catalyst Delta atlas Zenith Peak atlas
Investment Themes
Element Radial Eagle ember Focus alpha Ridge harbor
Investment Vehicles
Signal
Platform
Insight delta Ridge capital
Services
Peak summit Capital North Foundation matrix Radial Bridge Zenith Harbor Legacy zenith Timber
Technology
Pathway element Insight element Signal horizon Eagle glacier Catalyst element Oak
Owner & Executives
CHAD EDWARD CHASE
Senior Advisor
- CRD
- #6612151
- Ownership
- Less than 5%
(684) 968-8487
beacon.momentum@summitcapital.com
in linkedin.com/in/catalyst-alpha
M
MICHAEL LAWRENCE GREIM
Advisor, Chief Compliance Officer
- CRD
- #2585181
- Ownership
- Less than 5%
(615) 832-3167
ridge.vertex@beaconcapital.com
in linkedin.com/in/ridge-fusion
Q
Quantum horizon
Harbor radial
- CRD
- #41384
- Ownership
- 43.9%
(450) 259-6447
alpha.atlas@primecapital.com
in linkedin.com/in/ember-meridian
Showing 2 of 3 owners & executives
Unlock allContacts
Lindsay Ann Adams
Advisor
- CRD
- #6807863
(301) 769-7485
delta.ember@optimacapital.com
in linkedin.com/in/peak-wave
JOHNATHAN MICHAEL AELMORE
Financial Advisor
- CRD
- #5169515
(840) 558-1859
north.matrix@vitalcapital.com
in linkedin.com/in/quantum-foundation
L
Legacy catalyst
Quantum bridge matrix
- CRD
- #66633
(839) 427-6274
legacy.vertex@pathwaycapital.com
in linkedin.com/in/vector-zenith
Showing 2 of 39 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,600,446,704 | $398,022 |
| Non-Discretionary | $437,499 | $218,750 |
| Total | $1,600,884,203 | $397,933 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,600,884,203
Public Funds:
16.3% Equity - Exchange:
20.6% Cash:
23.6% Corporate - Investment Grade:
21.9% Equity - OTC:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $466,741,367 | 16.3% |
| Equity - Exchange | $589,869,457 | 20.6% |
| Cash | $675,772,776 | 23.6% |
| Corporate - Investment Grade | $627,094,229 | 21.9% |
| Equity - OTC | $503,966,138 | 17.6% |
| Total | $2,863,443,967 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM BEACON HORIZON | PIONEER ZENITH | WMLOBM6L6 | CEFW | 5.97% | $67,718,476 |
| INSIGHT WAVE | EAGLE DELTA | 66VQ784HY | HACEF | 3.13% | $118,820,558 |
| ATLAS GLACIER | PEAK HARBOR | 5ZGZIQ8HZ | UFRRJ | 12.48% | $81,946,425 |
| BEACON RIDGE TIMBER | FOUNDATION DELTA | D8N2OM068 | GXS | 9.18% | $96,740,596 |
| PEAK DELTA | QUANTUM VITAL | SLB1TO63Q | AHUL | 9.22% | $90,522,192 |
| SIGNAL EAGLE | INSIGHT PATHWAY | CLIA294WV | DCDOT | 10.67% | $57,483,542 |
| MERIDIAN RIDGE LEGACY | HARBOR CATALYST | Y1KAMKXM9 | LOI | 0.84% | $58,412,956 |
| FUSION FOCUS VALUE | CREST ZENITH | 10P7I3M4K | LVPGS | 0.78% | $49,124,983 |