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Advisor

Erich Schwerd

Cigx · Atlanta, Georgia

Erich Schwerd is a fee-only financial advisor at Cigx in Atlanta, Georgia. Cigx reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmCigx
Based in Atlanta, Georgia
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$42M across 364 accounts
SEC registration Investment adviser representative in FL, GA, TX · CRD 4837896
Exams passedSeries 63 (2004) · Series 66 (2004)
Firm size2 employees
Disclosures None reported
Websitewww.ecigx.com

How Erich's firm compares

  • Cigx's average account is about $115,000, from its Form ADV (assets managed divided by 364 accounts).

What fee-only advisors charge in Georgia

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Questions about Erich

Is Erich Schwerd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erich holds no broker registration, and Cigx reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Erich charge for financial advice?

Erich's firm, Cigx, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Erich Schwerd based?

Erich Schwerd is based in Atlanta, Georgia.

Is Erich Schwerd registered with the SEC?

Yes. Erich Schwerd is registered as an investment adviser representative in FL, GA and TX (CRD 4837896), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Cigx manage?

Cigx reports $42M across 364 accounts in assets under management.

How do I contact Erich Schwerd?

Through Erich's website, www.ecigx.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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