# CFG Wealth Management Services

CFG Wealth Management Services is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/cfg-wealth-management-services-inc

## Regulatory record

- **CRD number:** 108351
- **SEC file number:** 801-135897
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-05T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108351

## About

CFG Wealth Management Services Inc is an SEC-registered investment adviser in Indianapolis, IN, registered since 2026. The firm manages approximately $110 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### What is CFG Wealth Management Services' known investment strategy?

No information about the firm's asset allocation, stage preferences, sector focuses, or structural approach to investing exists in public record. There are no published interviews, press releases, or regulatory disclosures that describe how the firm deploys capital — or even whether it deploys capital at all, as opposed to providing non-discretionary advisory services.

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- [Ceridian HCM](https://altss.com/profile/ceridian-hcm)
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Last updated: 2026-07-06T01:24:14.000Z

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