# CIGX

CIGX is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** cigxfinancial.com

## Regulatory record

- **CRD number:** 149934
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149934

## About

CIGX is a fiduciary based service provider that offers financial planning and portfolio management services, including retirement planning, investment planning, college planning, and insurance planning. Asset management services include stocks, bonds, mutual funds, ETFs, commodities and currencies. The firm uses the C+I+G+X economic wealth formula to help increase wealth through financial planning and investment management.

## Questions

### Does CIGX participate in fund commitments or only direct deals?

There is no public record of CIGX making direct investments, fund commitments, or co-investments. The firm's posture of complete privacy often correlates with an allocation model that uses external managers and intermediaries to avoid the disclosure that direct deal-making requires, but this is unconfirmed.

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- [CHISPA VC](https://altss.com/profile/chispa-vc-llc)
- [Cleartree Asset Management](https://altss.com/profile/cleartree-asset-management-inc)

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Last updated: 2026-08-11T15:06:27.647Z

Canonical page: https://altss.com/profile/cigx-llc

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