SourcingSourcing

CGI WEALTH ADVISORS, INC.

B61
CRD 311273·SEC 801-119875·FRAZER, PA
AUM
$129.4M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$388K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CGI WEALTH ADVISORS, INC.
CRD
311273
SEC file #
801-119875
EIN
—
DBA names
—

Economics

AUM
$129.4M
AUM band
$100M-$500M
AUM trajectory
'22'26
$78.1M → $129.4M▲ +66%
Client mix
Individuals Other83
Individuals High Net Worth35
Pension Profit Sharing Plans2
Corporations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
FRAZER PA
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
cgiadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PALMER, VANCE, BRADLEY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PALMER, VANCE, BRADLEY
HARKEN, AARON, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CGIADVISORS.COM
Rdap Domain Creation Date
2018-05-11T20:31:33Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Altruist4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-11T20:31:33Z
Rdap Domain Last Changed
2025-05-12T14:21:54Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
708148
Trust Company Affiliate
No

People (2)

2
PALMER, VANCE, BRADLEY
IAR · Direct Owner · 87.5%
708148
HARKEN, AARON, JOHN
IAR · Direct Owner · 17.5%
2777443