CBG & Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$208,601,165
Clients
161
Advisors
3
across 2 offices
About
CBG & Company, Inc. is a registered investment adviser that serves individual clients (including high-net-worth households) and pension and profit-sharing plans, managing roughly $270 million in client assets with a small advisory team. The firm provides discretionary and non-discretionary portfolio management alongside modular financial planning and pension consulting services.
Investment strategies are tailored to each client's suitability profile and typically combine fundamental and technical analysis with a long-term purchase orientation, ongoing monitoring, and periodic rebalancing. The firm acts as a fiduciary for retirement accounts and delivers ERISA-focused plan services such as plan-level fund selection, participant education, and performance monitoring.
What is distinctive about CBG is its integration of accounting and practice-consulting services with wealth management: the firm offers in-house accounting (tax preparation, bookkeeping, IRS representation, and ongoing accounting) and specialized consulting for dental practice transitions and succession. Additionally, some personnel are licensed insurance agents and may offer commission-based insurance products separate from advisory services.
Client services
Occupation focus
Fee options
Fixed fees ranging from $2,000 to $8,000 for financial planning services; fixed monthly fees for accounting services determined case-by-case.
$0 - $100,000: 1.25% $0 - $1,000,000: 1.00% $1,000,000+: 0.90%
Commission-based compensation earned by licensed insurance agents for selling insurance products, separate and in addition to advisory fees.
$200 - $300 per hour for financial planning and consulting services.
Account minimum: $100,000
Main office
See office14074 Trade Center Drive, Suite 151
Fishers IN 46038
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Florida · Georgia · Illinois · Indiana · Iowa · Louisiana · Massachusetts · Michigan · New Hampshire · New York · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel G
Series 63, Series 65
Clearwater, FL
CBG & Company, Inc.
Daniel Garwood is a financial advisor at CBG & Company, Inc. in Clearwater, FL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with CBG & Company since 2008. CBG & Company advises individuals, high-net-worth clients, and retirement plans, managing approximately $252 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and specialized accounting and practice consulting services primarily for dental professionals.
Nicholas C
CFP®, Series 63, Series 65
Fishers, IN
CBG & Company, Inc.
Nicholas Catlin is a CFP® with 18 years of industry experience, currently serving as an advisor at CBG & Company, Inc. since 2011. He holds Series 63 and Series 65 licenses. CBG & Company, Inc. advises individuals, high-net-worth clients, and retirement plans, managing approximately $252 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and specialized accounting and practice consulting services primarily for dental professionals.
Roy B
Series 65
Fishers, IN
CBG & Company, Inc.
Roy Bodinus is a financial advisor at CBG & Company, Inc. with 25 years of industry experience. He has been with CBG & Company since 2008 and holds a Series 65 designation. CBG & Company, Inc. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, managing approximately $270 million in client assets. The firm combines fundamental and technical analysis with long-term portfolio management and offers integrated accounting and practice-consulting services alongside fiduciary retirement plan solutions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)