← Directory
CIGNA INVESTMENTS, INC.
CRD 105811File 801-18094
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$25.76B
Top 10% of cohort (national)
Discretionary AUM
$25.76B
Clients
80
82 accounts
Employees
108
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 14, 1982
- Principal office
- 900 COTTAGE GROVE ROAD, A5LGL, BLOOMFIELD, CT, 06002
- Phone
- 860-226-3723
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $25.76B
- Discretionary AUM
- $25.76B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 82
- Non-discretionary accounts
- 0
- Total accounts
- 82
- AUM per client
- $322.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $1.03B |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | 44 | $14.65B |
| Charitable organizations | Fewer than 5 | $125.4M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Pooled investment vehicles | 2 | $3.39B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $3.83B |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PRO-RATA EXPENSE ALLOCATION
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 82 | 80 | decreased by2 |
| Apr 1, 2026 | Employees | 103 | 108 | increased by5 |
| Apr 1, 2026 | Clients | 111 | 82 | decreased by29 |
| Apr 1, 2026 | AUM | $27,516,029,540 | $25,759,202,502 | decreased by$1,756,827,038 |
| Apr 1, 2026 | Accounts | 111 | 82 | decreased by29 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 126 | 103 | decreased by23 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 120 | 111 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $27,794,757,916 | $27,516,029,540 | decreased by$278,728,376 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 120 | 111 | decreased by9 |
| Apr 1, 2022 | Employees | 127 | 126 | decreased by1 |
| Apr 1, 2022 | Clients | 88 | 120 | increased by32 |
| Apr 1, 2022 | AUM | $47,653,159,040 | $27,794,757,916 | decreased by$19,858,401,124 |
| Apr 1, 2022 | Accounts | 88 | 120 | increased by32 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CIGNA INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CIGNA INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.