Fishers, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
CBG & Company, Inc.
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Firm-wide stats for CBG & Company, Inc.
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.
Based on CBG & Company, Inc.
Location
14074 Trade Center Drive, Suite 151
Fishers IN 46038
Advisors at this office
2
Advisors at this office
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.
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