Charles C Daugherty
Investment adviser representative at Cg Advisory Services
13 yearsExperience
1 stateRegistered in
$4.6BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Cg Advisory ServicesJun 2025 to now
- Strategic Wealth ConceptsJun 2025 to now
- Cottonwood Capital AdvisorsJul 2024 to Mar 2025
- Bringham Young UniversityJul 2023 to Jul 2024
- Financial Advisor InternMay 2023 to Jul 2023
- D.L. Evans BankMar 2022 to May 2023
- MelaleucaJan 2021 to Mar 2022
- Church Service MissionDec 2019 to Jan 2021
- University of OregonSep 2017 to Dec 2019
- Rigby High SchoolAug 2013 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (ID).
Cg Advisory Services
Legal name: Capital Asset Advisory Services, LLC.
$4.6BAssets managed
5,614Clients
68Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7991454
- Firm CRD
- 110929