Cbg & Company, Inc.
● SEC registered since 2018CRD 149225SEC# 801-112354Fishers, IN
Reg. AUM
$270.7M
Employees
9
Accounts
525
Location
Fishers, IN
Cbg & Company, Inc. assets under management
Cbg & Company, Inc. is an investment advisory firm registered with the SEC based in Fishers, IN. The firm has been registered since 2018. It reports $270.7 million in regulatory assets under management and employs 9 people.
Cbg & Company, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Eugene Garwood Control | Principal | 25-50% | 2008 |
| Nicholas David Catlin Control | Principal | 25-50% | 2014 |
| Roy Craig Bodinus Control | Principal, Chief Compliance Officer | 25-50% | 2008 |
Frequently asked questions
How much does Cbg & Company, Inc. manage?
Cbg & Company, Inc. reports $270.7 million in regulatory assets under management on its Form ADV.
How many employees does Cbg & Company, Inc. have?
Cbg & Company, Inc. reports 9 employees.
Where is Cbg & Company, Inc. located?
Cbg & Company, Inc. is based in Fishers, IN and has been SEC-registered since 2018.
Does Cbg & Company, Inc. disclose fund performance?
Cbg & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14074 Trade Center Drive, Suite 151, Fishers, IN 46038 |
| Phone | 317-257-7400 |
| Fax | 317-257-7437 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$270.7M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$270.7Mregulatory AUM
Discretionary $270.7M