CBG & COMPANY, INC.
CRD #149225 SEC #801-112354 FISHERS, IN 317-257-7400
SEC Registered
Total AUM
$252.1M
Discretionary
$252.1M
Employees
9
Clients
51
Accounts
543
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $252.1M | $252.1M | $0 | 9 | 28 |
| Mar 2025 | $252.1M | $252.1M | $0 | 9 | 28 |
| Mar 2024 | $219.7M | $219.7M | $0 | 9 | 28 |
| Jan 2024 | $196M | $196M | $0 | 10 | 26 |
| Mar 2023 | $196M | $196M | $0 | 10 | 26 |
| Oct 2022 | $192.5M | $192.5M | $0 | 10 | 30 |
| May 2022 | $192.5M | $192.5M | $0 | 10 | 30 |
| Mar 2022 | $192.5M | $192.5M | $0 | 10 | 30 |
| Nov 2021 | $167.3M | $167.3M | $0 | 8 | 38 |
| Mar 2021 | $167.3M | $167.3M | $0 | 8 | 38 |
| Jun 2020 | $148.8M | $148.8M | $0 | 8 | 24 |
| Mar 2020 | $148.8M | $148.8M | $0 | 8 | 24 |
| Dec 2019 | $118M | $118M | $0 | 7 | 15 |
| Mar 2019 | $118M | $118M | $0 | 7 | 15 |
| Jul 2018 | $111.4M | $111.4M | $0 | 7 | 10 |
| May 2018 | $111.4M | $111.4M | $0 | 7 | 10 |
| Mar 2018 | $111.4M | $111.4M | $0 | 7 | 10 |
| Dec 2017 | $108.7M | $108.7M | $0 | 7 | 9 |
DateOct 2025
Total AUM$252.1M
Discretionary$252.1M
Non-Disc.$0
Employees9
Clients28
DateMar 2025
Total AUM$252.1M
Discretionary$252.1M
Non-Disc.$0
Employees9
Clients28
DateMar 2024
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees9
Clients28
DateJan 2024
Total AUM$196M
Discretionary$196M
Non-Disc.$0
Employees10
Clients26
DateMar 2023
Total AUM$196M
Discretionary$196M
Non-Disc.$0
Employees10
Clients26
DateOct 2022
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees10
Clients30
DateMay 2022
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees10
Clients30
DateMar 2022
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees10
Clients30
DateNov 2021
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees8
Clients38
DateMar 2021
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees8
Clients38
DateJun 2020
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees8
Clients24
DateMar 2020
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees8
Clients24
DateDec 2019
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees7
Clients15
DateMar 2019
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees7
Clients15
DateJul 2018
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees7
Clients10
DateMay 2018
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees7
Clients10
DateMar 2018
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees7
Clients10
DateDec 2017
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees7
Clients9