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CGI INVESTMENT ADVISERS LLC

Advisory

ALTAMONTE SPRINGS, FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL
#2,265
of 2,610 advisers by AUM
Average account
$358K
across 19 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLC
LAKE MARY, FL
$7M
-44.7% 1Y
INSPIRE CAPITAL MANAGEMENT LLC
$7M
WEALTHERA FINANCIAL PLANNING LLC
$7M
BECKHAM FINANCIAL, LLC
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