Cigale Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Cigale Financial Services LLC provides asset management, financial planning, and outsourced Chief Investment Officer (OCIO) services, with an explicit offering directed at non-profit organizations. The firm was newly registered in 2024, operates under a single principal and chief compliance officer, and currently reports no assets under management.
The firm’s investment approach combines fundamental analysis and modern portfolio theory and uses long-term and passive strategies, managing accounts separately and exercising discretionary authority when authorized. For investment management it charges customary percentage-of-AUM advisory fees, while financial planning and consulting can be billed on an hourly or project basis—an hourly planning fee structure that is uncommon among managers focused on pooled or institutional mandates.
Noteworthy features include a stated focus on OCIO services for local non-profit endowments and institutional portfolios and a willingness to negotiate account minimums and service scope. The firm’s principal holds CPA and investment-adviser credentials and also maintains full‑time external employment in a finance role, a staffing arrangement prospective institutional clients may consider when evaluating capacity and oversight.
Client services
Financial planning
Portfolio management
Outsourced chief investment officer services
Outsourced chief investment officer services
Expertise
Wealth management
Charitable giving & philanthropy
Fee options
Financial planning and consulting fees range from $1,000 to $6,000 based on complexity
$0 - $100,000: 1.25% $100,001 - $250,000: 1.00% $250,001 - $500,000: 0.75% $500,001+: 0.50%
$250 per hour for financial planning and consulting services
Account minimum: $100,000 for Investment management services; $0 for Financial Planning and Consulting services; $500,000 for Outsourced Chief Investment Officer Services Fee-only: Hourly: $250 per hour; Fixed fee: $1,000 - $6,000 (may vary based on complexity)
Main office location
Cigale Financial Services LLC
Shrewsbury MA, United States
Number of offices
1
Most active in
Cigale Financial Services LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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