CAGR FINANCE LLC
Firm details
- Headquarters
- LEWES, Delaware
- CRD number
- 337809
- Registered since
- November 19, 2025
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cagr Finance LLC is a small, individual‑owned advisory firm organized as a limited liability company that provides portfolio management to individuals and small businesses. Its stated fee arrangements include both percentage‑of‑AUM and fixed fees. The firm shows a clear tilt toward liquid, exchange‑traded equity exposure and operates without an active ESG mandate. It is not structured as a multi‑state adviser, pension consultant, or related adviser. The business appears to operate at a boutique scale, focused on direct portfolio management rather than institutional allocation or capital‑raising. Custody through Interactive Brokers and the heavy use of exchange‑traded equities point to a trading‑friendly setup that can support both individual stock strategies and ETF‑based allocations.
Assets & Accounts
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1ARJUN GOEL
Sole OwnerCRD 8133739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEWES, DE
SUSSEX
Location
LEWES, DE
Headquartered in LEWES, DE, anchoring the Salisbury-Cambridge, MD-DE metro in the South.
- Metro area
- Salisbury-Cambridge, MD-DE
- Region
- South
- County
- SUSSEX
- Address
- 16192 Coastal Hwy
- Time zone
- ET (UTC-5)
- Office locations
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