Insights

Boutique Growth Small firm scale and lean team indicate a potential need for scalable advisory platforms, back-office support, and cost-efficient technology to maintain service levels as assets grow.

LongstandingTeam Team cohesion and 20+ years of collaboration suggest a preference for stable, relationship-driven solutions, with opportunities for customized governance platforms, CRM integrations, and senior advisor-focused tools.

IndependentPosition Independent, non-registered broker/dealer stance paired with Raymond James affiliations signals interest in compliant, flexible wealth management technology, custody options, and advisory support that respects independence.

MidMarketRevenue Revenue in the 10–25 million range indicates capacity for expanded services such as practice management consulting, risk-adjusted portfolio analytics, and targeted marketing to grow client base.

TechStackSync Existing tech stack (MySQL, RSS, SEO tools, media and website elements) presents opportunities for data integration, performance analytics, and digital marketing optimization to attract and retain clients.

Cygnus Asset Management, LLC. Tech Stack

Cygnus Asset Management, LLC. uses 8 technology products and services including RSS, MySQL, Google Fonts API, and more. Explore Cygnus Asset Management, LLC.'s tech stack below.

  • RSS
    Content Management System
  • MySQL
    Database
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • Elementor
    Page Builders
  • Yoast SEO
    Search Engines
  • YouTube
    Video Players
  • Sitelinks Search Box
    Web Tools And Plugins

Cygnus Asset Management, LLC.'s Email Address Formats

Cygnus Asset Management, LLC. uses at least 1 format(s):
Cygnus Asset Management, LLC. Email FormatsExamplePercentage
First.Last@cygnusam.comJohn.Doe@cygnusam.com
86%
FirstLast@cygnusam.comJohnDoe@cygnusam.com
14%

Frequently Asked Questions

What is Cygnus Asset Management, LLC.'s phone number?

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You can contact Cygnus Asset Management, LLC.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cygnus Asset Management, LLC.'s official website and social media links?

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Cygnus Asset Management, LLC.'s official website is cygnusam.com and has social profiles on LinkedIn.

How much revenue does Cygnus Asset Management, LLC. generate?

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As of July 2026, Cygnus Asset Management, LLC.'s annual revenue is estimated to be $10M - $25M.

What is Cygnus Asset Management, LLC.'s NAICS code?

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Cygnus Asset Management, LLC.'s NAICS code is 52 - Finance and Insurance.

How many employees does Cygnus Asset Management, LLC. have currently?

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As of July 2026, Cygnus Asset Management, LLC. has approximately 9 employees across 1 continents, including North America. Key team members include Financial Advisor & Managing Partner: L. M. S.Owner: R. V.Financial Advisor: A. L.. Explore Cygnus Asset Management, LLC.'s employee directory with LeadIQ.

What industry does Cygnus Asset Management, LLC. belong to?

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Cygnus Asset Management, LLC. operates in the Financial Services industry.

What technology does Cygnus Asset Management, LLC. use?

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Cygnus Asset Management, LLC.'s tech stack includes RSSMySQLGoogle Fonts APITwemojiElementorYoast SEOYouTubeSitelinks Search Box.

What is Cygnus Asset Management, LLC.'s email format?

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Cygnus Asset Management, LLC.'s email format typically follows the pattern of First.Last@cygnusam.com. Find more Cygnus Asset Management, LLC. email formats with LeadIQ.

When was Cygnus Asset Management, LLC. founded?

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Cygnus Asset Management, LLC. was founded in 2009.
Cygnus Asset Management, LLC. logo

Cygnus Asset Management, LLC.

Financial ServicesNorth Carolina, United States2-10 Employees

Cygnus Asset Management, LLC is a financial services firm providing investment advisory services to clients seeking asset management guidance. It is based in Charlotte, North Carolina, and emphasizes accountability, ethical standards, and stable, long-term partnerships with clients. The firm operates independently of a broker-dealer, with securities offered through Raymond James Financial Services, Inc., and advisory services provided through Raymond James Financial Services Advisors, Inc. The organization highlights a team with substantial tenure and credentials, most members having worked together for more than twenty years, with few changes in leadership or structure. It describes a disciplined, cost-conscious approach to investing and client service, limiting its practice to maintain the quality of service as clients' needs evolve.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Cygnus Asset Management, LLC.'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Cygnus Asset Management, LLC.'s revenue is estimated to be in the range of $10M - $25M

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