Cigx, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,000,000
Clients
95
Advisors
3
of 3 employees
About
CIGX provides discretionary portfolio management, financial planning, and retirement planning services to individual clients (including high-net-worth individuals) as well as institutional clients such as corporate pension and profit‑sharing plans, foundations, trusts, and businesses. The firm manages client accounts on a discretionary basis and also offers hourly financial planning and asset allocation recommendations.
The firm’s investment process relies on model portfolios and a top‑down analysis of macroeconomic conditions to allocate among equities, bonds, real estate, commodities, alternatives, and cash, with four risk‑tiered allocation models (conservative, moderate, growth, aggressive). Portfolios emphasize primarily exchange‑traded funds alongside mutual funds, individual equities and bonds, use long‑term holdings with defined sell disciplines (e.g., review on a ~15% price decline or earnings underperformance), and are reviewed quarterly with rebalancing considered when accounts are materially out of tolerance.
Notable distinctions include the firm’s involvement as adviser to a small, family‑only private investment fund that the firm’s principal established and will manage (the fund is described as exempt from registration and expected to have no more than three family, accredited investors), which means the firm also provides portfolio management for a pooled vehicle in addition to separately managed client accounts. The firm also provides retirement plan selection and pension consulting without a separate charge and delivers quarterly printed reports to clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.60% $3,000,001+: 0.50% (negotiable for accounts over $3 million)
Commissions may be earned if insurance products are purchased through Advisor
$100 per hour for financial planning services
Fee-only: $100 per hour for financial planning services
Main office
3350 Riverwood Pkwy., Ste.1900
Atlanta GA 30339
Advisors at this office
3
Most active in
Florida · Georgia · Texas
Also doing business as
Ak Insurance · Cigx, LLC · Law Office Of Erich Schwerd, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Erich S
Series 63, Series 66
Atlanta, GA
Cigx, Llc
Erich Schwerd is a financial advisor at CIGX, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CIGX since 2003. Prior to his career in finance, he was employed by the Social Security Administration from 1998 to 2021. CIGX provides discretionary portfolio management, financial planning, and retirement planning services to individual and institutional clients. The firm uses a top-down analysis of macroeconomic conditions and model portfolios across multiple asset classes, emphasizing exchange-traded funds and long-term holdings with defined sell disciplines.
Christopher B
Series 65
Atlanta, GA
Cigx, Llc
Christopher Blythe is a financial advisor at Cigx, LLC with a Series 65 designation and three years of industry experience. He previously worked at IBA, Advent Health, and Agfa. Outside of his advisory role, he serves as President and CEO of MOR3 LLC, a business consulting firm focused on operational efficiency. Cigx provides discretionary portfolio management, financial planning, and retirement planning services to individuals, including high-net-worth clients, as well as institutional clients. The firm employs a top-down investment approach using model portfolios across multiple asset classes, emphasizing long-term holdings with defined sell disciplines and quarterly portfolio reviews.
Alaeddin K
ChFC®, Series 63
Atlanta, GA
Cigx, Llc
Alaeddin Kharazmi is a financial advisor at Cigx, LLC with 13 years of industry experience. He holds the ChFC® and Series 63 designations and has longstanding ties to the insurance and real estate industries, including roles at American National Insurance Co. and Dependable Realty Company. In addition to advising, he operates a tax service preparing individual returns for family and close friends. Cigx provides discretionary portfolio management, financial planning, and retirement planning services to individuals, including high-net-worth clients, as well as institutional clients such as corporate pension and profit-sharing plans. The firm utilizes a top-down, model portfolio approach with diversified asset allocations and regular portfolio reviews.
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