CG Capital Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CG Capital Wealth LLC is a state-registered, single-member investment adviser that serves individual and business clients with comprehensive financial planning, discretionary portfolio management, and insurance and annuity consulting. The firm works with a small client base that includes non-high-net-worth individual clients and offers tailored guidance on employer-sponsored retirement plans as well as ongoing plan reviews.
The firm constructs individualized portfolios using exchange-traded funds and mutual funds executed through a third-party platform, emphasizing diversification, cost-conscious vehicle selection, periodic rebalancing, and a long-term orientation. It accepts discretionary authority for investment accounts subject to any client-imposed written restrictions and conducts quarterly reviews with ongoing planning support for financial planning engagements.
Noteworthy among peers, the firm’s principal is a licensed insurance producer and the advisory business separately facilitates placement of fixed and indexed annuities and life insurance through a brokerage general agent, with commission-based compensation disclosed to clients. The firm also uses a fixed, flat financial planning fee billed on a recurring schedule, manages individual portfolios directly (rather than participating in private fund arrangements), and relies on a third-party portfolio platform and independent custodian for execution and reporting.
Client services
Expertise
Fee options
$1,000 annually for financial planning, billed quarterly as $250 per quarter
Up to 1.00% annually, billed quarterly in arrears
Main office
7236 West 4th Avenue, 307
Hialeah FL 33014
Advisors at this office
1
Most active in
Florida
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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