DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cg Advisory Services
Legal name Capital Asset Advisory Services, LLC.
Latest filing Mar 26, 2026
First filing on the tape Jan 24, 2012 · 67 filings
SEC status approved since Aug 10, 2006
RAUM
$4.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
61%
$2.8B individuals and HNW
Advisors
68
registered through the firm on IAPD
RAUM per advisor
$68.2M
derived; firm RAUM over IAPD count
Employees
136
69 advisory (5.B.1)
Offices
25
beyond the principal office
Private funds
0
reported on Schedule D
History
67 filings and snapshots on the tape
RAUM$4.6B as of Mar 26, 2026
Mar 30, 2012$415M then
HNW client RAUM$1.7B as of Mar 26, 2026
Mar 30, 2018$393M then
State-registered IARs (5.B.3)17 as of Mar 26, 2026
Mar 15, 201339 then
Employees (5.A)136 as of Mar 26, 2026
Mar 15, 201344 then
Private funds: no history
RAUM +15% over the last fiscal year+20% a year over threeIARs 17 to 17offices 31 to 25
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $68.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 72derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $255,182derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 2.6derived26 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -73%derived
- Compensation
- percentage of assets, hourly, fixed fees, commissionsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.7B37%
- Corporations and businesses$1.3B28%
- Individuals$1.1B24%
- Pension and profit-sharing plans$496M11%
- Charitable organizations$4.7M0.1%
- Individual clients
- 4,218reported
- HNW clients
- 680reported
- Pension plan clients
- 409reported
- Charitable clients
- 31reported
- Accounts
- 18,187reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, commissionsreported
- Class basis
- private_client_share=0.61 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=17.0derived
Advisors registered through the firm
68 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey John CaseyCertified Financial Planner, Chartered Financial Consultant | Charlotte, Nc | Aug 6, 2010 | 28 y | 0 |
| David Michael RobinsonCertified Financial Planner | Richmond, Va | Sep 2, 2010 | 35 y | 1 |
| Jonathan Lee CohenCertified Financial Planner | Williamston, Mi | Sep 24, 2010 | 30 y | 1 |
| Karen Joy Fritz | Williamston, Mi | Sep 24, 2010 | 21 y | 1 |
| Thomas Bernard Doran | Williamston, Mi | Sep 24, 2010 | 48 y | 1 |
| Adam Patrick LesperanceCertified Financial Planner, Chartered Financial Consultant | Williamston, Mi | Sep 24, 2010 | 26 y | 1 |
| Anthony Joseph MazzaliCertified Financial Planner, Chartered Financial Consultant | Williamston, Mi | Sep 24, 2010 | 33 y | 1 |
| Parke Grant Petersen | Williamston, Mi | Oct 20, 2010 | 21 y | 1 |
| Kenneth Patrick Evangelista | Williamston, Mi | Jan 13, 2011 | 30 y | 2 |
| Scott David Palomaki | Grawn, Mi | Jan 27, 2011 | 18 y | 1 |
| Jeffrey Wayne RomanCertified Financial Planner | Williamston, Mi | Nov 16, 2011 | 15 y | 0 |
| Matthew Patrick OneilCertified Financial Planner, Chartered Financial Consultant | Matthews, Nc | Mar 12, 2012 | 19 y | 0 |
| Thomas Frederick Austin | Stevensville, Mi | Aug 3, 2012 | 18 y | 1 |
| Alexander Michael Denno | Williamston, Mi | Apr 12, 2016 | 11 y | 0 |
| Brian Joseph Walker | Williamston, Mi | Apr 21, 2016 | 13 y | 0 |
| Aleia Kristy MacdonaldCertified Financial Planner | Stuart, Fl | May 3, 2016 | 20 y | 2 |
| John Luke EvangelistaCertified Financial Planner | Williamston, Mi | May 3, 2016 | 31 y | 2 |
| Eric T Fritz | Charlotte, Nc | Oct 4, 2016 | 23 y | 1 |
| Austin James BrownChartered Financial Consultant | Williamston, Mi | Jan 19, 2017 | 13 y | 0 |
| Emily Regina HaberkernCertified Financial Planner | Williamston, Mi | Apr 24, 2017 | 15 y | 2 |
| Mark Todd Loeber | Williamston, Mi | Jul 6, 2017 | 40 y | 1 |
| Richard Gray Adams | Charlotte, Nc | Sep 14, 2017 | 11 y | 0 |
| David Leland Carr | Williamston, Mi | Feb 24, 2018 | 39 y | 1 |
| Daniel George McphersonCertified Financial Planner | Williamston, Mi | Apr 11, 2018 | 21 y | 5 |
| Joseph E Crumley | Williamston, Mi | Dec 20, 2018 | 19 y | 0 |
| Sanford J Prizant | Williamston, Mi | Mar 18, 2019 | 40 y | 3 |
| Oliver Paul GoodenChartered Financial Analyst | Williamston, Mi | Apr 22, 2019 | 16 y | 1 |
| Nicole M LodenCertified Financial Planner | Williamston, Mi | Jun 20, 2019 | 12 y | 0 |
| Karen Lynn Stancombe | Williamston, Mi | Jan 23, 2020 | 25 y | 0 |
| Josiah Whitten | Williamston, Mi | Jul 28, 2020 | 12 y | 1 |
| Grant P DunatchikCertified Financial Planner, Chartered Financial Consultant | Williamston, Mi | Sep 17, 2020 | 16 y | 0 |
| Charles Ernest CorethCertified Financial Planner | Richmond, Va | Feb 24, 2021 | 44 y | 1 |
| Michael Andrew Rawls | Richmond, Va | Feb 24, 2021 | 13 y | 1 |
| Thomas Alastair Robertson | Williamston, Mi | Feb 24, 2021 | 39 y | 1 |
| Cassidy CarrCertified Financial Planner | Williamston, Mi | Apr 14, 2021 | 15 y | 0 |
| Nathan Carnochan Traxler | Williamston, Mi | Jun 21, 2021 | 15 y | 0 |
| Alexandria Leigh Fulton | Williamston, Mi | Sep 10, 2021 | 15 y | 0 |
| Nicholas Raymond Schafer | Williamston, Mi | Oct 4, 2021 | 10 y | 0 |
| Allison InglesCertified Financial Planner | Ann Arbor, Mi | Oct 26, 2021 | 13 y | 1 |
| Ashley Elise Musselman | Munising, Mi | Mar 9, 2022 | 16 y | 3 |
Advisor movement
5 left, 5 joined in 12 months
net 0 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 7.4% of current headcount18 left over 36 months
Left, latest
- Ariel Reque to Nicolet Wealth ManagementJul 6, 2026 · RIA to RIA
- Kristopher Garrett Lewis to Tuttle Wealth Partners LLCFeb 4, 2026 · RIA to a newly registered adviser
- Faye Michael Sykes to Tuttle Wealth Partners LLCFeb 4, 2026 · RIA to a newly registered adviser
- Frances Lynn Newton to Tuttle Wealth Partners LLCFeb 4, 2026 · RIA to a newly registered adviser
- Juan Leon Munoz to The Wealth Consulting GroupJan 7, 2026 · RIA to RIA
- Connor Ross Gaffney to Advisory Alpha, LLCJul 31, 2025 · RIA to RIA
- Russell Earl Slack to Portside Wealth Group, LLCMay 12, 2025 · RIA to RIA
- Ryan Pittman to LidoMay 6, 2025 · RIA to RIA
- Nicholas Donald Thiede to Sovereign Financial Group, Inc.Apr 7, 2025 · RIA to RIA
- Heidi Jane Cartwright to Integrated Wealth Concepts LLCApr 2, 2025 · RIA to RIA
- Nathaniel Prout to Integrated Wealth Concepts LLCApr 2, 2025 · RIA to RIA
- Dennis James Prout to Integrated Wealth Concepts LLCApr 2, 2025 · RIA to RIA
- Heath D Heavy to Albion Financial GroupJul 23, 2024 · RIA to RIA
- Anthony Dean Bagneschi to Mdrn CapitalMay 29, 2024 · RIA to RIA
- Nathan William Pesch to Aspire WealthNov 30, 2023 · RIA to a state-registered adviser
Joined, latest
- Leonard Daniel Gilroy-Solano from The Patriot Financial Group, LLCJun 24, 2026 · RIA to RIA
- Joseph Alamo from Fernandez Wealth ManagementApr 27, 2026 · Other
- Gary Nucian from The Patriot Financial Group, LLCApr 21, 2026 · RIA to RIA
- Kristopher Garrett Lewis from Vanguard Advisers, Inc.Oct 30, 2025 · Affiliated broker-dealer or bank to independent RIA
- Nathan Zolynsky from Mercer Global Advisors Inc.Oct 21, 2025 · RIA to RIA
- Yelisey Kuts from Integrity Alliance, LLCJul 14, 2025 · RIA to RIA
- Charles C Daugherty from Cottonwood Capital AdvisorsJun 10, 2025 · RIA to RIA
- Michael Thomas Gillespie from Mps-Loria Financial Planners,LLCApr 7, 2025 · RIA to RIA
- Lekshmi Rajaram from UBS Financial Services Inc.Apr 2, 2025 · Wirehouse to independent RIA
- William Kevin Jenkins from Invest Financial CorporationJan 1, 2025 · Other
- Frances Lynn Newton from Optimal Capital Advisors, LLCSep 6, 2024 · RIA to RIA
- Connor Ross Gaffney from Plante Moran Financial AdvisorsJun 6, 2024 · RIA to RIA
- Connor Porrell from Oppenheimer & Co. Inc.May 29, 2024 · Affiliated broker-dealer or bank to independent RIA
- Justin A Cason from Verus Financial PartnersDec 6, 2023 · RIA to RIA
- Ariel Reque from Nicolet Wealth ManagementOct 5, 2023 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Tuttle Wealth Partners LLCFeb 4, 2026 · Williamston, Mi
- 3 left for Integrated Wealth Concepts LLCApr 2, 2025 · Williamston, Mi
- 2 left for Brookstone Wealth Advisors, LLCMar 13, 2023 · Plano, Tx
- 2 left for Kure Advisory, LLCJul 9, 2022 · Williamston, Mi
- 2 left for Kure Advisory, LLCJul 8, 2022 · Plymouth, Mn
- 2 left for Royal Oak Financial Advisors, LLCMar 8, 2018 · Williamston, Mi
- 2 left for The Fiduciary AllianceMar 28, 2017 · Peachtree City, Ga
- 2 left for Sound Income Strategies, LLCFeb 20, 2017 · Williamston, Mi
- 3 joined from Valic Financial Advisors, Inc.Feb 24, 2021 · Richmond, Va
- 3 joined from Invest Financial CorporationFeb 14, 2018 · Appleton, Wi
- 2 joined from Invest Financial CorporationJul 20, 2015 · Royal Oak, Mi
- 3 joined from Invest Financial CorporationMay 18, 2015 · Williamston, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- John Jeffrey Casey · Managing Membercontrolsince 09/1999 · owns 10% to 25%
- Patrick Kenneth Evangelista · Chief Compliance Officercontrolsince 06/2007 · owns 5% to 10%
- Joseph Anthony Mazzali · Managing Membercontrolsince 04/1999 · owns 50% to 75%
- Patrick Adam Lesperance · Director Of Business Developmentsince 01/2023 · owns less than 5%
Related persons
Schedule D 7.A
- Capital Asset Insurance Servicesreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Williamston, Mi · principal | 68 | 8 | 3 | 1 | |
| Ann Arbor, Mi | 11 | 2 | 0 | ||
| Charlotte, Nc | 6 | 1 | 0 | ||
| Idaho Falls, Id | 3 | 0 | 0 | ||
| Richmond, Va | 3 | 0 | 0 | ||
| North Chesterfield, Va | 2 | 0 | 0 | ||
| Longview, Tx | 2 | 0 | 0 | ||
| Galesburg, Il | 2 | 1 | 0 | ||
| Grand Blanc, Mi | 2 | 2 | 0 | ||
| Troy, Mi | 2 | 0 | 0 | ||
| Wilmington, Nc | 2 | 0 | 0 | ||
| Cypress, Tx | 0 | 0 | 1 | ||
| Atlanta, Ga | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Williamston, MI17 employees
- Haslett, MI7 employees
- Munising, MI5 employees
- Richmond, VA5 employees
- Ann Arbor, MI5 employees
- Charlotte, NC5 employees
- Caro, MI4 employees
- Galesburg, IL3 employees
- Ann Arbor, MI2 employees
- Traverse City, MI2 employees
- Grawn, MI2 employees
- Troy, MI1 employees
- Tulsa, OK1 employees
- Wilmington, NC1 employees
- , 1 employees
- Atlanta, GA1 employees
- Bethesda, MD1 employees
- Cypress, TX1 employees
- Deerfield, MI1 employees
- Howell, MI1 employees
- Howell, MI1 employees
- Idaho Falls, ID1 employees
- Longview, TX1 employees
- Marquette, MI1 employees
- St. Joseph, MI1 employees
ADV anomalies
6 against comparable advisers; where to look, not conclusions
- wealth to institutional shiftCombination · filing Mar 26, 2026private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $4,020,782,560 to $4,640,991,840, advisors 17 to 17, private clients 17857 to 4898, offices 31 to 25 (2025-03-20 to 2026-03-26)peers: independent wealth managers, $1B to $5B (1,360)
- clients down average size upCombination · filing Mar 26, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $4,020,782,560 to $4,640,991,840, advisors 17 to 17, private clients 17857 to 4898, offices 31 to 25 (2025-03-20 to 2026-03-26)peers: independent wealth managers, $1B to $5B (1,360)
- client count collapseChange between filings · filing Mar 26, 2026individual and HNW clients (Item 5.D) moved from 17,857.0 to 4,898.0 (-73.0%) between the annual amendments of 2025-03-20 and 2026-03-26; the peer median change was +5.0% (1132 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,132) · 0.2% percentile
- client mix shiftChange between filings · filing Mar 26, 2026private-client share of RAUM moved from 99.0% to 61.0% between the annual amendments of 2025-03-20 and 2026-03-26peers: independent wealth managers, $1B to $5B (1,360)
- HNW share shiftChange between filings · filing Mar 26, 2026HNW share of RAUM moved from 1.0% to 37.0% between the annual amendments of 2025-03-20 and 2026-03-26peers: independent wealth managers, $1B to $5B (1,360)
- institutional asset share shiftChange between filings · filing Mar 26, 2026institutional share of RAUM moved from 1.0% to 39.0% between the annual amendments of 2025-03-20 and 2026-03-26peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 17,952 to 18,187Oct 31, 2025 to Mar 26, 2026
- Corporate clients · 48 to 276Oct 31, 2025 to Mar 26, 2026
- HNW clients · 6 to 680Oct 31, 2025 to Mar 26, 2026
- Individual clients · 17,851 to 4,218Oct 31, 2025 to Mar 26, 2026
- Pension plan clients · 9 to 409Oct 31, 2025 to Mar 26, 2026
- Financial planning clients · 26-50 to 51-100Oct 31, 2025 to Mar 26, 2026
- Other offices · 31 to 25Oct 31, 2025 to Mar 26, 2026
- Discretionary RAUM · $4.0B to $4.6BOct 31, 2025 to Mar 26, 2026
- HNW RAUM · $59.3M to $1.7BOct 31, 2025 to Mar 26, 2026
- Individual RAUM · $3.9B to $1.1BOct 31, 2025 to Mar 26, 2026
- Pension RAUM · $3.4M to $496MOct 31, 2025 to Mar 26, 2026
- RAUM · $4.0B to $4.6BOct 31, 2025 to Mar 26, 2026
- Accounts · 17,241 to 17,952Mar 27, 2024 to Mar 20, 2025
- Advisory employees · 68 to 69Mar 27, 2024 to Mar 20, 2025
- BD registered reps · 9 to 17Mar 27, 2024 to Mar 20, 2025
- Charity clients · 10 to 31Mar 27, 2024 to Mar 20, 2025
- Corporate clients · 396 to 48Mar 27, 2024 to Mar 20, 2025
- HNW clients · 839 to 6Mar 27, 2024 to Mar 20, 2025
- Individual clients · 15,952 to 17,851Mar 27, 2024 to Mar 20, 2025
- Pension plan clients · 44 to 9Mar 27, 2024 to Mar 20, 2025
- Employees · 130 to 136Mar 27, 2024 to Mar 20, 2025
- Financial planning clients · 26-50 to 26-50Mar 27, 2024 to Mar 20, 2025
- State-registered IARs · 68 to 17Mar 27, 2024 to Mar 20, 2025
- Other offices · 25 to 31Mar 27, 2024 to Mar 20, 2025
- Discretionary RAUM · $3.2B to $4.0BMar 27, 2024 to Mar 20, 2025
- HNW RAUM · $912M to $59.3MMar 27, 2024 to Mar 20, 2025
- Individual RAUM · $1.5B to $3.9BMar 27, 2024 to Mar 20, 2025
- Pension RAUM · $16.6M to $3.4MMar 27, 2024 to Mar 20, 2025
- RAUM · $3.2B to $4.0BMar 27, 2024 to Mar 20, 2025
- Related insurance company · true to falseMar 27, 2024 to Mar 20, 2025
- Accounts · 16,610 to 17,241Jul 17, 2023 to Mar 27, 2024
- Advisory employees · 75 to 68Jul 17, 2023 to Mar 27, 2024
- BD registered reps · 16 to 9Jul 17, 2023 to Mar 27, 2024
- Charity clients · 0 to 10Jul 17, 2023 to Mar 27, 2024
- Corporate clients · 423 to 396Jul 17, 2023 to Mar 27, 2024
- HNW clients · 567 to 839Jul 17, 2023 to Mar 27, 2024
- Individual clients · 15,620 to 15,952Jul 17, 2023 to Mar 27, 2024
- Pension plan clients · 0 to 44Jul 17, 2023 to Mar 27, 2024
- Employees · 80 to 130Jul 17, 2023 to Mar 27, 2024
- Insurance-licensed employees · 3 to 0Jul 17, 2023 to Mar 27, 2024
Signals
57 dated events
- Ariel Reque left Cg Advisory Services for Nicolet Wealth Management (registered 2026-05-18)Jul 6, 2026 · Advisor changed firm · fact
- Cg Advisory Services reported 25 offices beyond its principal office, down from 31 (2025-10-31 to 2026-03-26)Mar 26, 2026 · Office count change · derived
- Frances Lynn Newton left Cg Advisory Services for Tuttle Wealth Partners Llc (registered 2026-02-05)Feb 4, 2026 · Advisor changed firm · fact
- Kristopher Garrett Lewis left Cg Advisory Services for Tuttle Wealth Partners Llc (registered 2026-02-04)Feb 4, 2026 · Advisor changed firm · fact
- Faye Michael Sykes left Cg Advisory Services for Tuttle Wealth Partners Llc (registered 2026-02-05)Feb 4, 2026 · Advisor changed firm · fact
- 2 advisors left CG Advisory Services (Williamston, MI) for Tuttle Wealth Partners LLC on the same dayFeb 4, 2026 · Team lift-out · derived
- Juan Leon Munoz left Cg Advisory Services for The Wealth Consulting Group (registered 2026-01-05)Jan 7, 2026 · Advisor changed firm · fact
- Connor Ross Gaffney left Cg Advisory Services for Advisory Alpha, Llc (registered 2025-11-03)Jul 31, 2025 · Advisor changed firm · fact
- Russell Earl Slack left Cg Advisory Services for Portside Wealth Group, Llc (registered 2025-06-09)May 12, 2025 · Advisor changed firm · fact
- Ryan Pittman left Cg Advisory Services for Lido (registered 2025-05-19)May 6, 2025 · Advisor changed firm · fact
- Nicholas Donald Thiede left Cg Advisory Services for Sovereign Financial Group, Inc. (registered 2025-04-29)Apr 7, 2025 · Advisor changed firm · fact
- Nathaniel Prout left Cg Advisory Services for Integrated Wealth Concepts Llc (registered 2025-02-21)Apr 2, 2025 · Advisor changed firm · fact
- Dennis James Prout left Cg Advisory Services for Integrated Wealth Concepts Llc (registered 2025-02-20)Apr 2, 2025 · Advisor changed firm · fact
- Heidi Jane Cartwright left Cg Advisory Services for Integrated Wealth Concepts Llc (registered 2025-02-20)Apr 2, 2025 · Advisor changed firm · fact
- 3 advisors left CG Advisory Services (Williamston, MI) for Integrated Wealth Concepts LLC on the same dayApr 2, 2025 · Team lift-out · derived
- Cg Advisory Services reported RAUM $4.0B, up 25% from $3.2B (2024-03-27 to 2025-03-20)Mar 20, 2025 · RAUM change · derived
- Cg Advisory Services reported 31 offices beyond its principal office, up from 25 (2024-03-27 to 2025-03-20)Mar 20, 2025 · Office count change · derived
- Cg Advisory Services reported 17 state-registered advisory representatives, down from 68 (2024-03-27 to 2025-03-20)Mar 20, 2025 · Advisor headcount change · derived
- Heath D Heavy left Cg Advisory Services for Albion Financial Group (registered 2024-08-09)Jul 23, 2024 · Advisor changed firm · fact
- Anthony Dean Bagneschi left Cg Advisory Services for Mdrn Capital (registered 2024-12-02)May 29, 2024 · Advisor changed firm · fact
- Cg Advisory Services reported 25 offices beyond its principal office, down from 43 (2023-07-17 to 2024-03-27)Mar 27, 2024 · Office count change · derived
- Nathan William Pesch left Cg Advisory Services for Aspire Wealth (registered 2023-12-12)Nov 30, 2023 · Advisor changed firm · fact
- Jeffrey A Newsome left Cg Advisory Services for Foguth Wealth Management, Llc. (registered 2024-02-21)Nov 15, 2023 · Advisor changed firm · fact
- Nathaniel David Robinson left Cg Advisory Services for Campbell Wealth Management, Inc. (registered 2023-03-07)Nov 15, 2023 · Advisor changed firm · fact
- Douglas G Featherstone left Cg Advisory Services for Missionsquare Retirement (registered 2023-09-07)Nov 15, 2023 · Advisor changed firm · fact
- Thomas J Myers left Cg Advisory Services for Foguth Wealth Management, Llc. (registered 2023-10-10)Sep 11, 2023 · Advisor changed firm · fact
- Donald A Mcleod left Cg Advisory Services for Geneos Wealth Management, Inc. (registered 2023-06-06)Jun 1, 2023 · Advisor changed firm · fact
- Gerard Joseph O'Neill left Cg Advisory Services for Elevated Capital Advisors, Llc (registered 2023-03-08)Apr 3, 2023 · Advisor changed firm · fact
- David Mark Parker (Managing Member) no longer on Schedule A of Cg Advisory Services (listed 2023-01-13, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- David Louis Messing left Cg Advisory Services for Brookstone Wealth Advisors, Llc (registered 2023-03-16)Mar 13, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- admin@tagpg.orgreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 918-491-0087reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 918-491-0079reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/the-prizant-group-ltd-reportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/advanced-wealth-strategiesreportedpublic record, Form ADV, Sep 17, 2026
- Website
- tagpg.orgreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 517-339-7662reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $68.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026