RIA Intel›Advisers›Georgia›CG MATON ADVISORY, INC.

CG MATON ADVISORY, INC.

Advisory

ALPHARETTA, GA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$2M

across 21 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, GA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

CEDAR VALLEY CAPITAL LLC

$45M

SAGE SOUTHEASTERN SECURITIES, INC.

$45M

SMARR FINANCIAL SERVICES INC.

$46M

BLAKE FINANCIAL COUNSEL, LLC

$45M

VINING FINANCIAL SERVICES, INC.

$46M

HURST WEALTH ADVISORS, PC

$47M

Get the full picture on CG MATON ADVISORY, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CG MATON ADVISORY, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans