Systems & Support That Scales Under Scrutiny
Systems & Support That Scales Under Scrutiny
Systems & Support That Scales Under Scrutiny
In a world where growth often comes at the cost of compliance, we build systems that earn trust before they ask for attention.
In a world where growth often comes at the cost of compliance, we build systems that earn trust before they ask for attention.
In a world where growth often comes at the cost of compliance, we build systems that earn trust before they ask for attention.
CGA is a boutique growth firm specializing in outbound strategy for regulated teams. We don’t sell generic funnels or plug-and-play tech stacks. We embed with RIAs, Broker-Dealers, Fund Operators, and high-trust consultants to design psychographic targeting systems, AI-safe messaging flows, and an audit-ready CRM infrastructure that actually works under scrutiny.
Scaling under regulation takes more than ambition. It takes precision.
CGA is a boutique growth firm specializing in outbound strategy for regulated teams. We don’t sell generic funnels or plug-and-play tech stacks. We embed with RIAs, Broker-Dealers, Fund Operators, and high-trust consultants to design psychographic targeting systems, AI-safe messaging flows, and an audit-ready CRM infrastructure that actually works under scrutiny.
Scaling under regulation takes more than ambition. It takes precision.
CGA is a boutique growth firm specializing in outbound strategy for regulated teams. We don’t sell generic funnels or plug-and-play tech stacks. We embed with RIAs, Broker-Dealers, Fund Operators, and high-trust consultants to design psychographic targeting systems, AI-safe messaging flows, and an audit-ready CRM infrastructure that actually works under scrutiny.
Scaling under regulation takes more than ambition. It takes precision.
m+
Audit-safe pipeline growth
+
Saved hours per week per person
+
FINRA/SEC-safe funnels delivered
hr
Turnaround on Growth Audits
Our Shared Vision
Our Shared Vision
Our Shared Vision
You didn’t build this life to spend your best time inside CRMs and compliance checklists.
You didn’t build this life to spend your best time inside CRMs and compliance checklists.
You didn’t build this life to spend your best time inside CRMs and compliance checklists.
We exist to give growth-minded leaders their time back - so you can serve clients, grow responsibly, and still be home for dinner. Because legacy isn’t just about AUM. It’s about what you leave for the people you love. When it feels like success forgot to tell your schedule - reach out.
We exist to give growth-minded leaders their time back - so you can serve clients, grow responsibly, and still be home for dinner. Because legacy isn’t just about AUM. It’s about what you leave for the people you love. When it feels like success forgot to tell your schedule - reach out.
We exist to give growth-minded leaders their time back - so you can serve clients, grow responsibly, and still be home for dinner. Because legacy isn’t just about AUM. It’s about what you leave for the people you love. When it feels like success forgot to tell your schedule - reach out.
Compounding Growth
How we save you time
Compliant Growth Audit
Identify friction, uncover potential risks, and lay the groundwork for scale within 48-hours.
Outbound Growth Sprint
One funnel. One channel. Real traction in 7-days. Designed for clients who need a quick win.
Compliant Growth Engine
Turn fragmented messaging, data and systems into an audit-ready engine for trust-first growth.
Fractional Growth Ops
Focused firepower - plugged into your ops, aligned to your outcomes; compliant by design.
More Growth Services
Compounding Growth
How we save you time
Compliant Growth Audit
Identify friction, uncover potential risks, and lay the groundwork for scale within 48-hours.
Outbound Growth Sprint
One funnel. One channel. Real traction in 7-days. Designed for clients who need a quick win.
Compliant Growth Engine
Turn fragmented messaging, data and systems into an audit-ready engine for trust-first growth.
Fractional Growth Ops
Focused firepower - plugged into your ops, aligned to your outcomes; compliant by design.
More Growth Services
Compounding Growth
How we save you time
Compliant Growth Audit
Identify friction, uncover potential risks, and lay the groundwork for scale within 48-hours.
Outbound Growth Sprint
One funnel. One channel. Real traction in 7-days. Designed for clients who need a quick win.
Compliant Growth Engine
Turn fragmented messaging, data and systems into an audit-ready engine for trust-first growth.
Fractional Growth Ops
Focused firepower - plugged into your ops, aligned to your outcomes; compliant by design.
More Growth Services
Compounding Growth
How we save you time
Compliant Growth Audit
Identify friction, uncover potential risks, and lay the groundwork for scale within 48-hours.
Outbound Growth Sprint
One funnel. One channel. Real traction in 7-days. Designed for clients who need a quick win.
Compliant Growth Engine
Turn fragmented messaging, data and systems into an audit-ready engine for trust-first growth.
Fractional Growth Ops
Focused firepower - plugged into your ops, aligned to your outcomes; compliant by design.
More Growth Services
Curated Services
Not for everyone. Exactly for you.
Who We Serve
Registered Investment Advisors
Systematize your pipeline, protect your reputation, and drive predictable growth - while winning your evenings back.
Learn more
Broker Dealers
High-performance growth systems for firms that move under scrutiny - broker-dealers, RIAs, MFOs, and specialty asset managers.
Learn more
Multiple Family Offices
Discreet systems, precision infrastructure, and outbound growth built for firms who serve legacies - not just clients.
Learn more
Fund Admins
For administrators ready to scale with precision, automate outreach, and support client raises - without adding risk.
Learn more
Emerging Funds (GPs)
For GPs navigating capital raises with lean teams and high stakes. Build trust at scale - without breaking compliance or momentum.
Learn more
Legacy Lawyers
Compliant client acquisition for estate planners, tax strategists, and legacy law firms who trade in trust - not tactics.
Learn more
Placement Agents
Compliant growth systems built for placement agents who trade in precision and scale with reputation on the line.
Learn more
Syndicators
For syndicators ready to build trust-driven investor systems that convert - without crossing compliance lines or burning bandwidth.
Learn more
Curated Services
Not for everyone. Exactly for you.
Who We Serve
Registered Investment Advisors
Systematize your pipeline, protect your reputation, and drive predictable growth - while winning your evenings back.
Learn more
Broker Dealers
High-performance growth systems for firms that move under scrutiny - broker-dealers, RIAs, MFOs, and specialty asset managers.
Learn more
Multiple Family Offices
Discreet systems, precision infrastructure, and outbound growth built for firms who serve legacies - not just clients.
Learn more
Fund Admins
For administrators ready to scale with precision, automate outreach, and support client raises - without adding risk.
Learn more
Emerging Funds (GPs)
For GPs navigating capital raises with lean teams and high stakes. Build trust at scale - without breaking compliance or momentum.
Learn more
Legacy Lawyers
Compliant client acquisition for estate planners, tax strategists, and legacy law firms who trade in trust - not tactics.
Learn more
Placement Agents
Compliant growth systems built for placement agents who trade in precision and scale with reputation on the line.
Learn more
Syndicators
For syndicators ready to build trust-driven investor systems that convert - without crossing compliance lines or burning bandwidth.
Learn more
Curated Services
Not for everyone. Exactly for you.
Who We Serve
Registered Investment Advisors
Systematize your pipeline, protect your reputation, and drive predictable growth - while winning your evenings back.
Learn more
Broker Dealers
High-performance growth systems for firms that move under scrutiny - broker-dealers, RIAs, MFOs, and specialty asset managers.
Learn more
Multiple Family Offices
Discreet systems, precision infrastructure, and outbound growth built for firms who serve legacies - not just clients.
Learn more
Fund Admins
For administrators ready to scale with precision, automate outreach, and support client raises - without adding risk.
Learn more
Emerging Funds (GPs)
For GPs navigating capital raises with lean teams and high stakes. Build trust at scale - without breaking compliance or momentum.
Learn more
Legacy Lawyers
Compliant client acquisition for estate planners, tax strategists, and legacy law firms who trade in trust - not tactics.
Learn more
Placement Agents
Compliant growth systems built for placement agents who trade in precision and scale with reputation on the line.
Learn more
Syndicators
For syndicators ready to build trust-driven investor systems that convert - without crossing compliance lines or burning bandwidth.
Learn more
Get in touch
Get in touch
Get in touch
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Share two minutes of context below. We will follow up within one business day to schedule a call.