RIA Intel›Advisers›Oregon›CGC FINANCIAL SERVICES, LLC

CGC FINANCIAL SERVICES, LLC

Advisory

N·LAKE OSWEGO, OR

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM

$876M

1-Year AUM Growth

+7.4%

3-Year CAGR

+4.5%

Employees

5

Assets Under Management

Total AUM$876M

Discretionary AUM$856M

Non-Discretionary AUM$20M

Discretionary %97.8%

Total Clients1,145

Team

Total Employees5

Investment Advisers13

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record35

First FilingNov 15, 2013

Latest FilingMar 4, 2026

🔒 Full AUM trend chart and 35 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CGC FINANCIAL SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.