CGC FINANCIAL SERVICES, LLC
Legal name: CGC FINANCIAL SERVICES
CRD #155446 SEC #801-78845 LAKE OSWEGO, OR 503-670-1958
SEC Registered
Total AUM
$737.3M
Discretionary
$724.4M
Employees
12
Clients
--
Accounts
3,027
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $737.3M | $724.4M | $12.9M | 12 | 20 |
| Jul 2025 | $737.3M | $724.4M | $12.9M | 12 | 20 |
| May 2025 | $737.3M | $724.4M | $12.9M | 12 | 20 |
| Mar 2025 | $737.3M | $724.4M | $12.9M | 12 | 20 |
| Nov 2024 | $664.7M | $621.2M | $43.5M | 14 | 50 |
| Aug 2024 | $664.7M | $621.2M | $43.5M | 14 | 50 |
| Jul 2024 | $664.7M | $621.2M | $43.5M | 14 | 50 |
| Mar 2024 | $664.7M | $621.2M | $43.5M | 14 | 50 |
| Jan 2024 | $618.9M | $590.1M | $28.8M | 13 | 50 |
| Sep 2023 | $618.9M | $590.1M | $28.8M | 13 | 50 |
| Sep 2023 | $618.9M | $590.1M | $28.8M | 13 | 50 |
| Aug 2023 | $618.9M | $590.1M | $28.8M | 13 | 50 |
| Jun 2023 | $618.9M | $590.1M | $28.8M | 12 | 50 |
| Jun 2023 | $618.9M | $590.1M | $28.8M | 13 | 50 |
| Apr 2023 | $618.9M | $590.1M | $28.8M | 13 | 50 |
| Apr 2023 | $618.9M | $590.1M | $28.8M | 13 | 50 |
| Mar 2023 | $618.9M | $590.1M | $28.8M | 13 | 50 |
| Mar 2022 | $676.5M | $643.5M | $33M | 13 | 0 |
| Feb 2022 | $584.3M | $553.5M | $30.8M | 13 | 0 |
| Dec 2021 | $584.3M | $553.5M | $30.8M | 13 | 0 |
| Nov 2021 | $584.3M | $553.5M | $30.8M | 13 | 0 |
| Mar 2021 | $584.3M | $553.5M | $30.8M | 12 | 0 |
| May 2020 | $470.4M | $442.4M | $28.1M | 3 | 0 |
| Mar 2020 | $470.4M | $442.4M | $28.1M | 3 | 0 |
| Mar 2019 | $383.7M | $372M | $11.7M | 3 | 0 |
| Oct 2018 | $375.2M | $362.7M | $12.6M | 3 | 0 |
| Jun 2018 | $621.9M | $573.1M | $48.8M | 6 | 0 |
| Mar 2018 | $621.9M | $573.1M | $48.8M | 6 | 0 |
| Mar 2018 | $621.9M | $573.1M | $48.8M | 6 | 0 |
| Mar 2017 | $490.2M | $412.3M | $77.9M | 14 | 200 |
| Aug 2016 | $421.2M | $317.9M | $103.4M | 14 | 200 |
| Mar 2016 | $308.8M | $188.9M | $120M | 13 | 200 |
| Mar 2015 | $227.5M | $0 | $227.5M | 13 | 200 |
| Nov 2014 | $201.6M | $0 | $201.6M | 13 | 200 |
| Sep 2014 | $201.6M | $0 | $201.6M | 13 | 200 |
| Sep 2014 | $156.9M | $0 | $156.9M | 13 | 200 |
| Apr 2014 | $156.9M | $0 | $156.9M | 13 | 200 |
| Mar 2014 | $156.9M | $0 | $156.9M | 13 | 200 |
| Nov 2013 | $105.3M | $0 | $105.3M | 13 | 200 |
| Nov 2013 | $105.3M | $0 | $105.3M | 13 | 200 |
DateAug 2025
Total AUM$737.3M
Discretionary$724.4M
Non-Disc.$12.9M
Employees12
Clients20
DateJul 2025
Total AUM$737.3M
Discretionary$724.4M
Non-Disc.$12.9M
Employees12
Clients20
DateMay 2025
Total AUM$737.3M
Discretionary$724.4M
Non-Disc.$12.9M
Employees12
Clients20
DateMar 2025
Total AUM$737.3M
Discretionary$724.4M
Non-Disc.$12.9M
Employees12
Clients20
DateNov 2024
Total AUM$664.7M
Discretionary$621.2M
Non-Disc.$43.5M
Employees14
Clients50
DateAug 2024
Total AUM$664.7M
Discretionary$621.2M
Non-Disc.$43.5M
Employees14
Clients50
DateJul 2024
Total AUM$664.7M
Discretionary$621.2M
Non-Disc.$43.5M
Employees14
Clients50
DateMar 2024
Total AUM$664.7M
Discretionary$621.2M
Non-Disc.$43.5M
Employees14
Clients50
DateJan 2024
Total AUM$618.9M
Discretionary$590.1M
Non-Disc.$28.8M
Employees13
Clients50
DateSep 2023
Total AUM$618.9M
Discretionary$590.1M
Non-Disc.$28.8M
Employees13
Clients50
DateSep 2023
Total AUM$618.9M
Discretionary$590.1M
Non-Disc.$28.8M
Employees13
Clients50
DateAug 2023
Total AUM$618.9M
Discretionary$590.1M
Non-Disc.$28.8M
Employees13
Clients50
DateJun 2023
Total AUM$618.9M
Discretionary$590.1M
Non-Disc.$28.8M
Employees12
Clients50
DateJun 2023
Total AUM$618.9M
Discretionary$590.1M
Non-Disc.$28.8M
Employees13
Clients50
DateApr 2023
Total AUM$618.9M
Discretionary$590.1M
Non-Disc.$28.8M
Employees13
Clients50
DateApr 2023
Total AUM$618.9M
Discretionary$590.1M
Non-Disc.$28.8M
Employees13
Clients50
DateMar 2023
Total AUM$618.9M
Discretionary$590.1M
Non-Disc.$28.8M
Employees13
Clients50
DateMar 2022
Total AUM$676.5M
Discretionary$643.5M
Non-Disc.$33M
Employees13
Clients0
DateFeb 2022
Total AUM$584.3M
Discretionary$553.5M
Non-Disc.$30.8M
Employees13
Clients0
DateDec 2021
Total AUM$584.3M
Discretionary$553.5M
Non-Disc.$30.8M
Employees13
Clients0
DateNov 2021
Total AUM$584.3M
Discretionary$553.5M
Non-Disc.$30.8M
Employees13
Clients0
DateMar 2021
Total AUM$584.3M
Discretionary$553.5M
Non-Disc.$30.8M
Employees12
Clients0
DateMay 2020
Total AUM$470.4M
Discretionary$442.4M
Non-Disc.$28.1M
Employees3
Clients0
DateMar 2020
Total AUM$470.4M
Discretionary$442.4M
Non-Disc.$28.1M
Employees3
Clients0
DateMar 2019
Total AUM$383.7M
Discretionary$372M
Non-Disc.$11.7M
Employees3
Clients0
DateOct 2018
Total AUM$375.2M
Discretionary$362.7M
Non-Disc.$12.6M
Employees3
Clients0
DateJun 2018
Total AUM$621.9M
Discretionary$573.1M
Non-Disc.$48.8M
Employees6
Clients0
DateMar 2018
Total AUM$621.9M
Discretionary$573.1M
Non-Disc.$48.8M
Employees6
Clients0
DateMar 2018
Total AUM$621.9M
Discretionary$573.1M
Non-Disc.$48.8M
Employees6
Clients0
DateMar 2017
Total AUM$490.2M
Discretionary$412.3M
Non-Disc.$77.9M
Employees14
Clients200
DateAug 2016
Total AUM$421.2M
Discretionary$317.9M
Non-Disc.$103.4M
Employees14
Clients200
DateMar 2016
Total AUM$308.8M
Discretionary$188.9M
Non-Disc.$120M
Employees13
Clients200
DateMar 2015
Total AUM$227.5M
Discretionary$0
Non-Disc.$227.5M
Employees13
Clients200
DateNov 2014
Total AUM$201.6M
Discretionary$0
Non-Disc.$201.6M
Employees13
Clients200
DateSep 2014
Total AUM$201.6M
Discretionary$0
Non-Disc.$201.6M
Employees13
Clients200
DateSep 2014
Total AUM$156.9M
Discretionary$0
Non-Disc.$156.9M
Employees13
Clients200
DateApr 2014
Total AUM$156.9M
Discretionary$0
Non-Disc.$156.9M
Employees13
Clients200
DateMar 2014
Total AUM$156.9M
Discretionary$0
Non-Disc.$156.9M
Employees13
Clients200
DateNov 2013
Total AUM$105.3M
Discretionary$0
Non-Disc.$105.3M
Employees13
Clients200
DateNov 2013
Total AUM$105.3M
Discretionary$0
Non-Disc.$105.3M
Employees13
Clients200