Cigx, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 149934
· Atlanta, GA
· WWW.LINKEDIN.COM
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ADV data as of Mar 02, 2026
- Regulatory AUM
- $42.0M
- Discretionary
- $42.0M
- Clients
- 103
- Avg AUM / client
- $408K
- Accounts
- 364
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 83 | $19.0M | 45.2% |
| High net worth individuals | 12 | $20.0M | 47.6% |
| Pension and profit sharing plans | 8 | $3.0M | 7.14% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erich Jason Schwerd | Registered representative | Aug 2009 (17y) | ||
| Alaeddin Kharazmi | Registered representative | Chartered Financial Consultant | Jan 2013 (14y) | |
| Christopher Blythe | Registered representative | Mar 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Wells Fargo $33.5M (80% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗