# CBG & COMPANY, INC.

CBG & COMPANY, INC. of FISHERS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 149225
- Type: SEC-registered investment adviser
- SEC file number: 801-112354
- Location: 14074 TRADE CENTER DRIVE, SUITE 151, FISHERS, IN, 46038
- Phone: 317-257-7400
- Latest filing: 2026-03-18
- Regulatory AUM: $270.7M
- Discretionary AUM: $270.7M
- Clients: 9
- Accounts: 525

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Roy Craig Bodinus | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| Daniel Eugene Garwood | PRINCIPAL | — |
| Nicholas David Catlin | PRINCIPAL | — |
| CLARK EDWARD | PARTNER; PRINCIPAL | — |
| BODINUS ROY CRAIG | PARTNER, CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| GARWOOD DANIEL EUGENE | PARTNER; PRINCIPAL | — |
| CATLIN NICHOLAS DAVID | PARTNER; PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149225/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149225/similar
- Related entities: https://search.stillhousedata.com/firm/149225/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149225

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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.