Charlotte, NC Carmel Executive Park Drive Office

CG Advisory Services is an SEC‑registered enterprise adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate/business clients. The firm provides discretionary portfolio management through proprietary model programs and bespoke Adviser‑as‑Portfolio‑Manager arrangements, alongside financial planning, retirement‑plan consulting and fiduciary advice, and general consulting services; it also uses third‑party managers and offers access to private equity and hedge fund portfolios via an external platform.

Investment implementation is largely model‑driven (WealthMark, WealthBuilder, Managed Select and customized APM models) and tailored to each client’s objectives, with oversight from an Investment Committee; methods of analysis include fundamental and technical research, asset allocation, options strategies such as covered calls, and use of mutual funds, ETFs and SMAs. The firm supplements human judgment with AI tools for research and operational support and may incorporate third‑party SMA managers or alternative investments when appropriate.

Noteworthy distinctions in the brochure include the firm’s large advisory platform supporting a substantial client base across multiple IARs and custodial relationships, and the presence of dually registered representatives and licensed insurance agents who may receive commissions or insurance commissions for sales—arrangements the firm discloses and monitors. The firm also relies on affiliated service companies to provide administrative, compliance and model‑management support and integrates multiple custodial and technology vendors to deliver its services.