Aidan Randall
CGC Financial Services · Lake Oswego, Oregon
Aidan Randall is a fee-only financial advisor at CGC Financial Services in Lake Oswego, Oregon. CGC Financial Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | CGC Financial Services |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $875.8M across 3,103 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7736421 |
| Exams passed | Series 66 (2025) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.cgcfinancialservices.com |
How Aidan's firm compares
- CGC Financial Services's average account is about $282,000, from its Form ADV (assets managed divided by 3,103 accounts).
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Questions about Aidan
Is Aidan Randall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aidan holds no broker registration, and CGC Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aidan charge for financial advice?
Aidan's firm, CGC Financial Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Aidan Randall based?
Aidan Randall is based in Lake Oswego, Oregon.
Is Aidan Randall registered with the SEC?
Yes. Aidan Randall is registered as an investment adviser representative in OR (CRD 7736421), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CGC Financial Services manage?
CGC Financial Services reports $875.8M across 3,103 accounts in assets under management.
How do I contact Aidan Randall?
Through Aidan's website, www.cgcfinancialservices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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