# CGI Wealth Advisors, Inc.

> CGI Wealth 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: 311273
- Filed as: CGI WEALTH 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/311273
- AdvisorCensus page: https://advisorcensus.com/firm/cgi-wealth-advisors-inc-frazer-pa-311273

## Quick answers

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

**How much does CGI Wealth Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $500,000: 1% a year; $500,001 to $1,000,000: 0.75% a year; $1,000,001 to $2,000,000: 0.5% a year; Above $2,000,001: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is CGI Wealth Advisors, Inc. registered with the SEC or a state?**
CGI Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311273.

**How much does CGI Wealth Advisors, Inc. manage?**
CGI Wealth Advisors, Inc. reports $129,392,723 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have CGI Wealth Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for CGI Wealth Advisors, Inc.: Regulatory assets under management: $78,061,700 in the October 2021 data and $129,392,723 in the October 2026 data, up 66%. 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 Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (35); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does CGI Wealth Advisors, Inc. use?**
CGI Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does CGI Wealth 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/311273

**What changed in CGI Wealth Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $109,869,467 to $129,392,723 (+18%).

## 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)

- Up to $500,000: 1% a year
- $500,001 to $1,000,000: 0.75% a year
- $1,000,001 to $2,000,000: 0.5% a year
- Above $2,000,001: 0.25% a year

> CGI Wealth Advisors typically charges an investment advisory fee on a tiered approach based upon the size of all accounts owned by a given client, commonly called the “household”. These fees are shown below

> First $500,000 1%

> $500,001 to $1,000,000 .75%

> $1,000,001 to $2,000,000 .50%

> Excess over $2,000,000 .25%

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $129,392,723
- Discretionary: $129,392,723
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $26,716,063 |
| High net worth individuals | 35 | $96,759,235 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $4,231,981 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 1 | $1,685,444 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

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

### Websites listed on Form ADV (Item 1.I)
- cgiadvisors.com
- LinkedIn @the-conestoga-group-inc
- LinkedIn @aaronharken
- LinkedIn @vbradpalmer

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $78,061,700 | 2 | March 24, 2021 |
| October 2022 | $104,370,000 | 2 | March 31, 2022 |
| October 2023 | $90,185,798 | 2 | March 31, 2023 |
| October 2024 | $98,938,218 | 2 | March 28, 2024 |
| October 2025 | $109,869,467 | 2 | January 21, 2025 |
| October 2026 | $129,392,723 | 2 | March 31, 2026 |

Regulatory assets under management: $78,061,700 in the October 2021 data and $129,392,723 in the October 2026 data, up 66%.
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 $109,869,467 to $129,392,723 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CGI Wealth Advisors, Inc. (CRD 311273): Form ADV filing data as of October 2026.