# CBG & COMPANY, INC.

CBG & COMPANY, INC. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 149225
- **SEC file number:** 801-112354
- **Registration status:** Registered
- **Reports private funds:** No

## About

CBG & COMPANY, INC. is an SEC-registered investment adviser in Fishers, IN, since 2018. The firm manages approximately $271 million in regulatory assets. It has 9 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at CBG & COMPANY, INC.?

No named principals or investment decision-makers are publicly known for CBG & COMPANY, INC. The firm's leadership is not disclosed in any available public records.

### Does CBG & COMPANY, INC. invest in direct deals or fund commitments?

The firm's investment approach is not publicly documented. There is no information to confirm whether it engages in direct deals, fund commitments, co-investments, or other strategies.

### What is the AUM of CBG & COMPANY, INC.?

The firm does not publicly disclose its assets under management. No third-party estimates are available, and the AUM remains undisclosed.

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Updated: 2026-07-06T01:24:13.871Z

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