Wealth manager, independent · Manhattan, KS
CGN Advisors, LLC
SEC-registered investment adviser · CRD 159359 · SEC 801-72913
At a glance
CGN Advisors, LLC is an SEC-registered investment adviser based in Manhattan, Kansas, with $1.6B in regulatory assets under management as of its Form ADV filed July 2, 2026. It reports 1,281 individual clients, 493 of them high-net-worth, holding an average of about $1.2 million each, and 49 employees. That ranks it 675th among the nation’s 5,657 independent wealth management RIAs and 10th of 74 in Kansas. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 910-333-6659cgnadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #675 of 5,657
- Rank among all SEC RIAs
- #4,115 of 17,210
- Rank in Kansas
- #10 of 74
- Individual clients
- 1,281
- High-net-worth clients
- 493
- Accounts
- 4,023
- Discretionary
- 100% of AUM
- Employees
- 49
- Advisory staff
- 37
- Offices
- 33
Owners and executives on its Form ADV
- Justin W. NicholsManaging Principal - Adviser Services
- Michael L. GreimManaging Principal - Investments & Chief Compliance Officer
- Chad E. ChaseManaging Principal - Client Services
Custody and brokerage
Broker-dealer
No broker-dealer ties
CGN Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 493 | $1.2B | 76% |
| Individuals | 788 | $282M | 18% |
| Other investment advisers | 1 | $64M | 4% |
| Pension and profit sharing plans | 25 | $25M | 2% |
| Charitable organizations | 7 | $6M | <1% |
| Corporations or other businesses | 7 | $2M | <1% |
Disciplinary disclosures
CGN Advisors, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗cgnadvisors.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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Similar-size RIAs in Kansas
All of Kansas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| FAS Wealth Partners, Inc.Leawood | $3.8B | 1,524 |
| Caliber Wealth Management, LLCOverland Park | $1.8B | 1,668 |
| Fortis Capital Advisors, LLCPrairie Village | $1.6B | 2,127 |
| Kavar Capital PartnersLeawood | $1.6B | 449 |
| Triad Wealth Partners, LLCLawrence | $1.5B | 3,896 |
| Triune Financial Partners, LLCOverland Park | $1.5B | 770 |
Background
Questions
How much does CGN Advisors, LLC manage?
CGN Advisors, LLC reports $1.6B in regulatory assets under management across 4,023 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 2, 2026.
How many clients does CGN Advisors, LLC have?
It reports 1,281 individual clients: 493 high-net-worth individuals and 788 other individuals. Individuals account for about 94% of its regulatory assets.
Where is CGN Advisors, LLC headquartered?
Its main office is in Manhattan, Kansas. It reports 33 offices in total and 49 employees, 37 of whom perform investment advisory functions.
How does CGN Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does CGN Advisors, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 2, 2026, it reports these amounts held: Charles Schwab ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is CGN Advisors, LLC a hybrid RIA with a broker-dealer?
CGN Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is CGN Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, CGN Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is CGN Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →