AUMdb
CA

Cig Asset Management, Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 319466 · SEC file 801-126743 · Lansing, MI
☆ Save with Pro ADV data as of Jun 15, 2026
Regulatory AUM
$1.2M
Discretionary
$1.2M
Clients
1
Avg AUM / client
$1.2M
Accounts
2
Employees
1

AUM over time

$0 $10.0M
Mar 10, 2023 Jun 15, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jun 15, 2026

Who they serve

Client typeClientsAUM% of AUM
Corporations and other businesses 1 $1.2M 100.0%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Carey, Charles, Daniel Chairman 7546104 7546104 7546104 7546104 7546104 Sep 2021 (5y) 50% – 75%
Jon Paul Solitro Ceo, Chief Compliance Officer CFP Sep 2021 (5y) 50% – 75%
Thomas Martin Hlohinec Registered representative Jan 2025 (2y)

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)

FormPeriodSize
Form ADV (full filing) 06/15/2026 1.04 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
  • Fixed fees
  • Performance-based fees

Services

  • Financial planning services
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.

View current Form ADV (SEC/IAPD) ↗