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Cygnus Capital LLC (Roseburg)


Cygnus Capital LLC is a large advisory firm based in Roseburg. It manages $95.02 million of regulatory assets for 587 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Oregon, Texas, and Washington.




Cygnus Capital provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cygnus Capital: assets under management

The assets under management (AUM) of Cygnus Capital LLC is $95.02 million. The firm's AUM has grown by 110% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $91.93 million in discretionary accounts and $3.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $156.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.1 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cygnus Capital LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Roseburg

The principal office where Cygnus Capital LLC performs its advisory services is located at 738 Se Kane Street, Roseburg, OR 97470, which is also the mailing address of the firm. An additional office of the firm is in Lake Oswego, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (541) 672-3469 or by fax (541) 672-1610. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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