CA
CGN ADVISORS, LLC
SEC RegisteredMANHATTAN, KShttps://cherylober.com910-333-6659
Assets Under Management
$1B–$5B
Employees
53
Office Locations
36 offices
Total Accounts
4023
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 788 | $282M |
| High Net Worth Individuals | 493 | $1.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 25 | $25M |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 1 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
999 total clients reported on Form ADV.
Leadership
Justin Wayne Nichols
PRINCIPAL & CHIEF EXECUTIVE OFFICER
Michael Lawrence Greim
PRINCIPAL, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER
Llc Cgn Companies
MANAGING MEMBER
Chad Edward Chase
PRINCIPAL
Justin Wayne Nichols
MEMBER
Michael Lawrence Greim
MEMBER
Chad Edward Chase
MEMBER
Office locations
36 offices in 14 states
KS
MANHATTANHQ
TX
GEORGETOWN
MI
GRAND RAPIDS
FL
BROOKSVILLE
AR
ROGERS
WI
LAC DU FLAMBEAU
SD
SIOUX FALLS
CO
COLORADO SPRINGS
CT
AVON
AZ
PHOENIX
NC
ASHEVILLE
MN
HASTINGS
IL
INVERNESS
IL
OAK PARK
CT
WINDSOR
IL
KANKAKEE
TX
FULSHEAR
NE
BELLEVUE
Advisors at this firm
17 advisors in the directory
Lindsay Ann Adams
Investment Adviser Representative
Johnathan Michael Aelmore
Investment Adviser Representative
Beth Anne Agnello
Investment Adviser Representative
Jamie Ann Bosse
Investment Adviser Representative
Scott Alan Emley
Investment Adviser Representative
Steven Hill Ferger
Investment Adviser Representative
Thomas Alan Fredrickson
Investment Adviser Representative
Jordan Edward Grzesczyk
Investment Adviser Representative
Cydney Jean Jones
Investment Adviser Representative
Cheryl A Krueger
Investment Adviser Representative
David Decosta Leitao
Investment Adviser Representative
Alison Yuk Tai Ngai
Investment Adviser Representative
Cheryl Anne Ober
Investment Adviser Representative
Theresa Lynn Rowland
Investment Adviser Representative
Amy Lynn Shappell
Investment Adviser Representative
Sheila Rae Stowers
Investment Adviser Representative
David John Walz
Investment Adviser Representative
Regulatory & compliance
CRD number
#159359
SEC Number
801-72913
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $5,000 (waivable)
Data as of April 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
cherylober.comPhone
910-333-6659Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CGN ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.