| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Wayne Harrier Control | Chief Compliance Officer, Chief Investment Officer | 25-50% | 2004 |
| Michael Dillard Puckett Control | President, Chief Executive Officer | Over 75% | 1995 |
Cfg Wealth Management Services Inc reports $110.2 million in regulatory assets under management on its Form ADV.
Cfg Wealth Management Services Inc reports 2 employees.
Cfg Wealth Management Services Inc is based in Indianapolis, IN and has been SEC-registered since 2026.
Cfg Wealth Management Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9840 Westpoint Drive, Suite 150, Indianapolis, IN 46256 |
| Phone | 317-841-7959 |
| Fax | 317-579-2440 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $110.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $110.2M |