Cfg Wealth Management Services INC: new SEC registration, $110M AUM, Indianapolis, IN
Cfg Wealth Management Services INC (Indianapolis, Indiana): new SEC registration, $110M AUM, Indianapolis, IN. Its amount of 110 is below the median of 135 (24th percentile). Dated 199 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 110 · 24th percentile of 1,225 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 11 related IN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cfg Wealth Management Services INC |
| Legal name | Cfg Wealth Management Services INC |
| CRD | 108351 |
| Status | Approved |
| Registered with the SEC | 2026-04-20 |
| Latest Form ADV filing | 2026-03-19 |
| Location | Indianapolis, IN, United States |
| Regulatory AUM | $110,201,914 |
| Accounts | 202 |
| Employees | 2 |
| Website | https://www.linkedin.com/company/cfg-wealth-management-services-inc |
| amount percentile | 24th of 1,225 (median 135, 0.8x median) |
| Peer records CSV (12 IN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-20
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (IN first): Mosaic Wealth Management LLC · Ambrose Capital Advisors, LLC · Nearside Advisors, LLC · Titan Investment Management LLC · Genesis Advisors, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Cfg Wealth Management Services INC and 12 Indiana peers
- Indiana NewRiaPulse records like this one: 12
- Cfg Wealth Management Services INC's amount: 24th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Indiana peer: $2,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $110M under management.
- Website on file.
What is the NewRiaPulse record for Cfg Wealth Management Services INC in Indianapolis, Indiana?
Cfg Wealth Management Services INC received SEC registration as an investment adviser (2026-04-20) with $110,201,914 in regulatory assets under management, based in Indianapolis, IN.
How does Cfg Wealth Management Services INC compare to other Indiana NewRiaPulse records?
Its amount of 110 is below the median (24th percentile); smaller records often move faster and face less competition. It is 199 days old; check the official source for later updates before acting.
Cfg Wealth Management Services INC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cfg Wealth Management Services INC | Indianapolis, IN | 110 | 24th | 2026-04-20 |
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
| Round Table Investment Strategies, LLC | Lincoln, NE | 107 | 20th | 2026-10-22 |
| Carapace Financial Advisors LLC | Bedminster, NJ | 106 | 18th | 2026-10-22 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Indiana NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.