# CGC Financial Services

CGC Financial Services is a RIA based in Lake Oswego, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Lake Oswego, United States
- **Region:** North America
- **Address:** Lake Oswego, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** cgcfinancialservices.com
- **LinkedIn:** https://linkedin.com/company/cgc-financial-services-llc

## Regulatory record

- **CRD number:** 155446
- **SEC file number:** 801-78845
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155446

## About

CGC Financial Services was founded in 2006 as a US wealth manager and registered investment advisor. The firm provides investment management alongside estate and retirement planning. Clients span high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. No additional offices or team size figures are disclosed. No dated operational events from the last 24 months appear in available records. The firm operates as a conventional RIA without disclosed hybrid structures or external club affiliations.

## Questions

### Who runs investment decisions at CGC Financial Services?

No named principals or CIOs are disclosed in public records or the firm site.

### Does CGC Financial Services participate in fund commitments or only direct deals?

The firm offers investment management services; specific fund or direct allocation breakdowns are not published.

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- [CFV Ventures](https://altss.com/profile/cfv-ventures)
- [CGD Pensões](https://altss.com/profile/cgd-pens-es-sociedade-gestora-de-fundos-de-pens-es)

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Source record modified: 2026-06-03T20:00:00.000Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://cgcfinancialservices.com/
- Regulatory source: https://adviserinfo.sec.gov/firm/summary/155446
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/cgc-financial-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology