Cgn Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 159359
· SEC file 801-72913
· Manhattan, KS
· WWW.FAIRWINDSADVICE.COM
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ADV data as of Jul 02, 2026
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 1,321
- Avg AUM / client
- $1.2M
- Accounts
- 4,023
- Employees
- 49
AUM over time
$0
$1.6B
Nov 18, 2011
Jul 2, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 788 | $282M | 17.6% |
| High net worth individuals | 493 | $1.2B | 76.4% |
| Pension and profit sharing plans | 25 | $25.1M | 1.57% |
| Charitable organizations | 7 | $5.9M | 0.37% |
| Other investment advisers | 1 | $63.6M | 3.98% |
| Corporations and other businesses | 7 | $2.3M | 0.14% |
People (36)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin Wayne Nichols | Managing Principal Adviser Services | CFP | Oct 2011 (15y) | ≈ 18.75% – 50% via Cgn Companies, Llc |
| Michael Lawrence Greim | Managing Principal Investments & Chief Compliance Officer | Dec 2018 (8y) | ≈ 18.75% – 50% via Cgn Companies, Llc | |
| Chad Edward Chase | Managing Principal Client Services | Jan 2019 (8y) | ≈ 18.75% – 50% via Cgn Companies, Llc | |
| Brent Eugene Lince | Registered representative | CFP | Jan 2012 (15y) | |
| Carrie Nola Kulig | Registered representative | CFP CFA | Jan 2012 (15y) | |
| Sheila Rae Stowers | Registered representative | CFP | Jan 2012 (15y) | |
| Douglas Neil Bellfy | Registered representative | CFP | Mar 2014 (12y) | |
| Kristin Lynn Rogers | Registered representative | CFP | May 2014 (12y) | |
| Jeffrey Patrick Euting | Registered representative | CFP | Feb 2015 (11y) | |
| David De Costa Leitao | Registered representative | CFP | Aug 2017 (9y) | |
| Cheryl Anne Ober | Registered representative | CFP | Aug 2018 (8y) | |
| Beth Anne Agnello | Registered representative | CFP | Oct 2018 (8y) | |
| Roger John Peterson | Registered representative | CFP | Dec 2018 (8y) | |
| Theresa Lynn Rowland | Registered representative | CFP Personal Financial Specialist | Jan 2019 (8y) | |
| John Colin Bush | Registered representative | CFP | Jun 2019 (7y) | |
| Johnathan Michael Aelmore | Registered representative | CFP | Aug 2019 (7y) | |
| Diane Marie Pearson | Registered representative | CFP | Sep 2019 (7y) | |
| Cydney Jean Jones | Registered representative | CFP | Mar 2021 (5y) | |
| David John Huebner | Registered representative | CFP | Apr 2021 (5y) | |
| Jordan Edward Grzesczyk | Registered representative | CFP | Jun 2021 (5y) | |
| Thomas Alan Fredrickson | Registered representative | CFP | Jun 2021 (5y) | |
| Thomas Kirby Belding | Registered representative | CFP | Jul 2021 (5y) | |
| John Joseph Flanagan | Registered representative | CFP | Aug 2021 (5y) | |
| Callen Thomas Shimkus | Registered representative | CFP | Aug 2022 (4y) | |
| Lindsay Ann Adams | Registered representative | CFP | Aug 2022 (4y) | |
| Scott Alan Emley | Registered representative | CFP | Sep 2022 (4y) | |
| Brigham Scott Glaves | Registered representative | CFP | Apr 2023 (3y) | |
| Jonathan Bernstein | Registered representative | CFP CFA | Apr 2023 (3y) | |
| David John Walz | Registered representative | CFP | Jun 2023 (3y) | |
| Daniel Edward King | Registered representative | CFP | Dec 2023 (3y) | |
| Jamie Ann Bosse | Registered representative | CFP | Jul 2024 (2y) | |
| Gregory Samuel Pierce | Registered representative | CFP | Jan 2025 (2y) | |
| Matthew Martin Schlossman | Registered representative | CFP | Oct 2025 (1y) | |
| Steven Hill Ferger | Registered representative | CFP | Nov 2025 (1y) | |
| Alison Yuk Tai Ngai | Registered representative | CFP | Jan 2026 (1y) | |
| Jason Lee Williams | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cgn Companies, Llc | Managing Member | Jan 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Justin Wayne Nichols: 25% – 50% of Cgn Companies, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Michael Lawrence Greim: 25% – 50% of Cgn Companies, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Chad Edward Chase: 25% – 50% of Cgn Companies, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (95% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗