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Principal, Chief Compliance Officer · CBG & Company, Inc.

Roy C. Bodinus

CRD 4543804 · Named on Form ADV at one SEC-registered adviser

At a glance

CBG & Company, Inc., an SEC-registered wealth manager based in Fishers, IN with $271 million in regulatory assets, lists Roy C. Bodinus on its Form ADV as Principal, Chief Compliance Officer, a control person.

Firms and roles

  • CBG & Company, Inc.Principal, Chief Compliance OfficerWealth manager · Fishers, IN · $271M in regulatory assets

AtlasMembers

Roy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Roy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.