Idaho Falls, ID Office
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CG Advisory Services
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About
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.
Based on CG Advisory Services
Expertise
Based on CG Advisory Services
Location
2240 Saratoga Dr
Idaho Falls ID 83404
Advisors at this office
3
Advisors at this office
Daniel M
CFP®, Series 66
Idaho Falls, ID
CG Advisory Services
Daniel Mcpherson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at CG Advisory Services. His prior roles include positions at Capital Asset Advisory Services and Cetera Advisors LLC, and he has a longstanding relationship with Minnesota Life Insurance Co. Outside of his advisory work, he owns and operates Claymore Tactical LLC, a sporting goods sales business. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base including individuals, pension plans, and charitable organizations. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios and bespoke account structures, supported by an Investment Committee and advanced technology platforms.
Charles D
Series 65
Idaho Falls, ID
CG Advisory Services
Charles Daugherty is a financial advisor at CG Advisory Services with one year of industry experience. He holds a Series 65 designation and has worked previously at Strategic Wealth Concepts and Cottonwood Capital Advisors. His background also includes roles at Brigham Young University and D.L. Evans Bank. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, and retirement services through proprietary model portfolios and bespoke account structures.
Colby S
Series 65
Idaho Falls, ID
CG Advisory Services
Colby Smith is a financial advisor at CG Advisory Services with a Series 65 designation and two years of industry experience. His background includes roles in both financial services and other industries, including education and food service. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a model-driven investment approach combined with fundamental and technical research, offering discretionary portfolio management, financial planning, and access to alternative investments through external platforms.
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