Investment adviser · CRD 155446
CGC FINANCIAL SERVICES
Investment adviser filing (IA)
CGC FINANCIAL SERVICES, LLC
LAKE OSWEGO, OR, United States · Form ADV filed Aug 20, 2026
- Regulatory AUM
- $876M Form ADV · Item 5.F
- Client accounts
- 3,103 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 208 | $461,164,019 | 52.7% |
| Individuals | 932 | $388,167,249 | 44.3% |
| Charities | 7 | $25,553,607 | 2.9% |
| Corporations & businesses | Fewer than 5 | $899,462 | 0.1% |
| Retirement plans | Fewer than 5 | $638 | 0.0% |
Filing source
Form ADV 2127144 · Aug 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
5 CENTERPOINTE DR SUITE 550LAKE OSWEGO, OR, 97035, United States
CRD 155446
Filing source
Form ADV 2127144 · Aug 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.