# CFG WEALTH MANAGEMENT SERVICES INC

CFG WEALTH MANAGEMENT SERVICES INC of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 108351
- Type: SEC-registered investment adviser
- SEC file number: 801-135897
- Location: 9840 WESTPOINT DRIVE, SUITE 150, INDIANAPOLIS, IN, 46256
- Phone: 317-841-7959
- Latest filing: 2026-03-19
- Regulatory AUM: $110.2M
- Discretionary AUM: $110.2M
- Clients: 2
- Accounts: 202

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| PUCKETT MICHAEL DILLARD | PRESIDENT; PRESIDENT, CHIEF EXECUTIVE OFFICER | — |
| HARRIER JONATHAN WAYNE | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT AND COMPLIANCE OFFICER | — |
| Michael Dillard Puckett | PRESIDENT, CHIEF EXECUTIVE OFFICER | — |
| Jonathan Wayne Harrier | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108351/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108351/similar
- Related entities: https://search.stillhousedata.com/firm/108351/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108351

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.