# CGI Plan Advisors, Inc.

> CGI Plan Advisors, Inc. is an SEC-registered investment advisory firm in Frazer, PA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 311275
- Filed as: CGI PLAN ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Frazer, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311275
- AdvisorCensus page: https://advisorcensus.com/firm/cgi-plan-advisors-inc-frazer-pa-311275

## Quick answers

**How is CGI Plan Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), CGI Plan Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is CGI Plan Advisors, Inc. located?**
CGI Plan Advisors, Inc.'s principal office is in Frazer, PA, according to its Form ADV.

**Is CGI Plan Advisors, Inc. registered with the SEC or a state?**
CGI Plan Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311275.

**How much does CGI Plan Advisors, Inc. manage?**
CGI Plan Advisors, Inc. reports $261,006,787 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**How have CGI Plan Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for CGI Plan Advisors, Inc.: Regulatory assets under management: $134,470,000 in the October 2021 data and $261,006,787 in the October 2026 data, up 94%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CGI Plan Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (29).

**Does CGI Plan Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311275

**Does CGI Plan Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Minimum Fee — CGI Plan Advisors has no minimum fee and welcomes start up plans and/or small takeover plans where the Firm will establish a fee schedule that is affordable and below average in cost based upon the size of the plan in terms of participants and assets." "There is no minimum account size and start-up plans are welcome."

**What changed in CGI Plan Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $211,000,000 to $261,006,787 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> Minimum Fee — CGI Plan Advisors has no minimum fee and welcomes start up plans and/or small takeover plans where the Firm will establish a fee schedule that is affordable and below average in cost based upon the size of the plan in terms of participants and assets.

> There is no minimum account size and start-up plans are welcome.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $261,006,787
- Discretionary: $0
- Non-discretionary: $261,006,787

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 29 | $261,006,787 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cgiadvisors.com
- LinkedIn @dougpalmerconestogagroup
- LinkedIn @vbradpalmer

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,470,000 | 2 | March 2, 2021 |
| October 2022 | $207,000,000 | 2 | March 31, 2022 |
| October 2023 | $194,000,000 | 2 | March 31, 2023 |
| October 2024 | $204,000,000 | 2 | March 27, 2024 |
| October 2025 | $211,000,000 | 2 | April 1, 2025 |
| October 2026 | $261,006,787 | 2 | March 31, 2026 |

Regulatory assets under management: $134,470,000 in the October 2021 data and $261,006,787 in the October 2026 data, up 94%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $211,000,000 to $261,006,787 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CGI Plan Advisors, Inc. (CRD 311275): Form ADV filing data as of October 2026.