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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-02-2006
- Office Locations
- 1
Office Locations
About CIG Asset Management, Inc.
CIG Capital Advisors provides comprehensive wealth management for accomplished professionals and business owners, combining goal-based financial planning with ongoing portfolio management, rebalancing, and tax-aware strategy (including business sale and multigenerational transfer planning). Clients get a secure portal with investment dashboards and a document vault, plus monthly market updates and twice-yearly reviews. Custody includes Schwab.
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Owner & Executives
KENNETH GERARD CHAPUT
Chief Compliance Officer
- CRD
- #2504848
- Ownership
- Less than 5%
OSMAN RADWAN MINKARA
Chief Executive Officer, President
- CRD
- #2426151
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Robert Craig Bolden JR
--
- CRD
- #6557762
NICKOLAS RAY ROEDER
--
- CRD
- #6183264
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,678,039 | $421,748 |
| Non-Discretionary | $4,801,889 | $192,076 |
| Total | $192,479,928 | $409,532 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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