CGC FINANCIAL SERVICES, LLC
C47
CRD 155446·SEC 801-78845·LAKE OSWEGO, OR
AUM
$875.8M
$500M-$1B
Est. Revenue
$8.8M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$21.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $383.7M
'21 · $470.4M
'22 · $584.3M
'23 · $676.5M
'25 · $737.3M
'26 · $875.8M
'20'26
$383.7M → $875.8M▲ +128%
Client mix
| Individuals Other | 932 |
| Individuals High Net Worth | 208 |
| Charitable Organizations | 7 |
| Corporations | 3 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
3 advisors → 5 advisors▲ +67%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
5 CENTERPOINTE DR, SUITE 550LAKE OSWEGO, OR 97035
Business
5 CENTERPOINTE DR, SUITE 550LAKE OSWEGO, OR 97035
Edgar Recent Filings
13F-HR2026-04-14 · 0001992785-26-000003
13F-HR2026-02-03 · 0001992785-26-000001
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com