SourcingSourcing

CYGNUS CAPITAL ADVISORS, LLC

C43
CRD 323041·SEC 801-129383·ATLANTA, GA
AUM
$229.7M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$689K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CYGNUS CAPITAL ADVISORS, LLC
CRD
323041
SEC file #
801-129383
EIN
472819859
DBA names
—

Economics

AUM
$229.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$100.8M → $229.7M▲ +128%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
8
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/03/2026
ADV-W filed at
—
Website
cygnuscapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CYGNUS CAPITAL INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CYGNUS CAPITAL INC
Popoola, Dipo
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CYGNUSCAPITAL.COM
Rdap Domain Creation Date
2003-10-29T16:54:41Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002114319
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-05-12
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0002114319-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity12
Interactive Brokers4
E*trade4
Edgar Addresses
Mailing
3060 PEACHTREE ROAD NWSUITE 1080ATLANTA, GA 30305
Business
3060 PEACHTREE ROAD NWSUITE 1080ATLANTA, GA 30305
Edgar EIN
472819859
Edgar Recent Filings
13F-HR2026-05-13 · 0002114319-26-000005
13F-HR2026-05-12 · 0002114319-26-000004
Fee Schedule
Bracket I99
Bracket Xi1
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-29T15:54:41Z
Rdap Domain Last Changed
2023-08-30T06:30:10Z
Rdap Nameservers
Ns71.worldnic.comNs72.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
Popoola, Dipo
Executive Officer · 2.5%
7722052
Swann, Christopher, Danforth
Executive Officer · 2.5%
7721448