RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Indiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 16, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BODINUS, ROY, CRAIGIPARTNER, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
BODINUS, ROY, CRAIGIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
CATLIN, NICHOLAS, DAVIDIPARTNERC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CATLIN, NICHOLAS, DAVIDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPARTNERC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
CLARK, JAMES, EDWARDIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPARTNERC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control
GARWOOD, DANIEL, EUGENEIPRINCIPALC Control

Registrations

Federal

IA
Oct 16, 2025 REGISTERED

Notice Filings (14)

AZ CA FL GA IA IL IN LA MA MI NH NY OH TX

Address

14074 TRADE CENTER DRIVE
SUITE 151
FISHERS, IN 46038
United States
Phone: 317-257-7400