Data / Investment advisers / Kansas / CGN Advisors, LLC
CGN Advisors, LLC, Manhattan, KS: $1.6 billion AUM, SEC registered investment adviser
CGN Advisors, LLC is an SEC registered investment adviser with its main office in Manhattan, Kansas and reports $1.6 billion in regulatory assets under management in its Form ADV filed October 8, 2026. Its clients include high net worth individuals, individuals and other investment advisers. 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
- 159359
- SEC file number
- 801-72913
- SEC status
- Approved, effective December 8, 2011
- Main office
- 512 Poyntz Ave Suite 120, Manhattan, KS 66502
- Phone
- (910) 333-6659
- Website
- fairwindsadvice.com
- Regulatory AUM
- $1,600,884,203 in the Form ADV filed October 8, 2026
- Discretionary AUM
- $1,600,446,704
- Non discretionary AUM
- $437,499
- Accounts
- 4,023
- Employees
- 48, of which 36 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 32
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 8, 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 | 493 | $1.22 billion |
| Individuals (other than high net worth individuals) | 788 | $281.7 million |
| Other investment advisers | 1 | $63.6 million |
| Pension and profit sharing plans | 25 | $25.1 million |
| Charitable organizations | 7 | $5.9 million |
| Corporations or other businesses | 7 | $2.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $1.60 billion | January 15, 2026 |
| December 1, 2025 | $1.26 billion | September 17, 2025 |
Other advisers in Kansas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mariner | Overland Park, | $2.77 billion | Not listed | adviserinfo.sec.gov |
| Creativeone Securities, LLC | Overland Park | $2.54 billion | Not listed | adviserinfo.sec.gov |
| Columbia Capital Management, LLC | Merriam | $2.09 billion | Not listed | adviserinfo.sec.gov |
| Caliber Wealth Management, LLC | Overland Park | $1.76 billion | Not listed | adviserinfo.sec.gov |
| Fortis Capital Advisors, LLC | Prairie Village | $1.62 billion | Not listed | adviserinfo.sec.gov |
| Kavar Capital Partners | Leawood | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Triad Wealth Partners, LLC | Lawrence | $1.53 billion | Not listed | adviserinfo.sec.gov |
| Triune Financial Partners, LLC | Overland Park | $1.52 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- CGN Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.