Cygnet Investment Co., Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,617,613
Clients
10
Advisors
1
of 1 employees
About
Cygnet Investment Co., Inc. serves a small number of individual clients, including both non-high-net-worth and high-net-worth households, offering financial planning and ongoing portfolio management services. The firm reports about $15.7 million in assets under management across roughly ten client relationships, indicating a focus on personalized advice for individual investors rather than institutional or pooled-vehicle clients.
The firm combines written financial planning with active management of client accounts and generally charges fees as a percentage of assets under management rather than relying solely on hourly or fixed fees. As a solo-practitioner setup, the adviser performs client supervision and portfolio implementation directly, which concentrates client contact and decision-making with a single point of responsibility.
Cygnet’s small scale and single-advisor structure, together with the mix of planning plus AUM-based billing for both non-HNW and HNW individuals, are atypical compared with many peers in its category. The firm’s Form ADV indicates it does not act as a private fund adviser and discloses limited other business activities, underscoring its emphasis on individualized advisory relationships instead of manager-of-managers or fund-based offerings.
Client services
Main office
Walpole NH
Advisors at this office
1
Most active in
New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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
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