Data / Investment advisers / Indiana / CFG Wealth Management Services Inc
CFG Wealth Management Services Inc, Indianapolis, IN: $110 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
CFG Wealth Management Services Inc is an SEC registered investment adviser with its main office in Indianapolis, Indiana and reports $110 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 108351
- SEC file number
- 801-135897
- SEC status
- Approved, effective April 20, 2026
- Main office
- 9840 Westpoint Drive Suite 150, Indianapolis, IN 46256
- Phone
- (317) 841-7959
- Regulatory AUM
- $110,201,914 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $110,201,914
- Accounts
- 202
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $73.3 million |
| Charitable organizations | 3 | $25.2 million |
| Individuals (other than high net worth individuals) | 23 | $6.8 million |
| Corporations or other businesses | 1 | $4.8 million |
Other advisers in Indianapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| MFG Wealth Management, Inc. | Indianapolis | $146 million | Not listed | adviserinfo.sec.gov |
| Core Wealth Advisors | Indianapolis | $143.8 million | Not listed | adviserinfo.sec.gov |
| Titan Investment Management LLC | Indianapolis | $123.9 million | Not listed | adviserinfo.sec.gov |
| Fnex Wealth, LLC | Indianapolis | $122.3 million | Not listed | adviserinfo.sec.gov |
| Precedent Financial Strategies | Indianapolis | $111.5 million | Not listed | adviserinfo.sec.gov |
| Oxford Harriman Private Wealth Management | Indianapolis | $106.4 million | Not listed | adviserinfo.sec.gov |
| High Alpha Studio, LLC | Indianapolis | Not listed | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indianapolis, IN
- Investment advisers in Indiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- CFG Wealth Management Services Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.