Cag Acquisition, LLC (Richmond)

Cag Acquisition provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cag Acquisition: assets under management

The assets under management (AUM) of Cag Acquisition, LLC is $1.02 billion. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $240.92 million in discretionary accounts and $782.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $764.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $46.01 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cag Acquisition, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Based in Richmond

The principal office where Cag Acquisition, LLC performs its advisory services is located at 7100 Forest Ave., Richmond, VA 23226, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-648-3500 or by fax 804-648-3523. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.thecapgroup.com.

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