Multi-Family OfficeRIA · CRD 174040

Updated:

CFG Wealth Management

CFG Wealth Management is a multi family office; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...

CFG Wealth Management

CFG Wealth Management, LLC is a state-registered investment adviser in Statesboro, GA. It has one office and two associated persons.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Frequently asked questions

What is CFG Wealth Management's approach to alternative investments?

Independent multi-family offices frequently allocate a portion of client portfolios to alternative assets, including private equity, private credit, and real estate. Access is often gained through fund commitments, co-investment platforms, or interval funds that provide periodic liquidity. Given CFG's fee-only fiduciary structure, the firm is positioned to evaluate alternatives on their investment merit rather than on distribution economics.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Multi Family Office profiles