# CGC FINANCIAL SERVICES, LLC

CGC FINANCIAL SERVICES, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 155446
- Type: SEC-registered investment adviser
- SEC file number: 801-78845
- Location: 5 CENTERPOINTE DR SUITE 550, LAKE OSWEGO, OR, 97035
- Phone: 503-670-1958
- Latest filing: 2026-03-10
- Regulatory AUM: $875.8M
- Discretionary AUM: $856.1M
- Non-discretionary AUM: $19.7M
- Clients: 13
- Accounts: 3,103

## Business model

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

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Glen Allen Clemans | FOUNDING PARTNER / MANAGING EXECUTIVE; SENIOR PARTNER | — |
| Davena Marie Yee | FINANCIAL ADVISOR | — |
| Kelly Frances Mellinger | SENIOR CLIENT SERVICES LIFE EVENTS SPECIALIST; TEAM LEAD | — |
| Shannon Nicole Keener | TRADER | — |
| Denise Louise Reinert | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Shane Neal Hunt | FINANCIAL ADVISOR | — |
| Noah Steinbrenner | FINANCIAL ADVISOR | — |
| ORTEGA CATHIE JO | CHIEF COMPLIANCE OFFICER | — |
| CLEMANS GLEN ALLEN | SENIOR PARTNER | — |
| GRABENHORST JAMIESON LOGAN | MANAGING MEMBER/ PARTNER; PARTNER | — |
| CLEVELAND CASEY EDWARD | CHIEF COMPLIANCE OFFICER/ PARTNER | — |
| YEE DAVENA MARIE | FINANCIAL ADVISOR | — |
| MELLINGER KELLY FRANCES | TEAM LEAD | — |
| KEENER SHANNON NICOLE | TRADER | — |
| REINERT DENISE LOUISE | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155446/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155446/similar
- Related entities: https://search.stillhousedata.com/firm/155446/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155446

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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.