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The fee is billed in arrears and is negotiable.","source":"CGN ADVISORS, LLC, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does CGN Advisors use?","answer":"CGN Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.53B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does CGN Advisors have?","answer":"CGN Advisors has 37 investment adviser representatives registered with state securities authorities, out of 49 employees, and 37 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does CGN Advisors invest in?","answer":"At the end of its last fiscal year, CGN Advisors’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 4% cash and equivalents, 1% non-exchange-traded equities and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns CGN Advisors?","answer":"CGN Advisors is owned through holding companies by Justin Nichols, Michael Greim and Chad Chase. 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