CAHILL FINANCIAL ADVISORS, INC.

RIASEC RegisteredEst. 1983
Total AUM
$1.8B
Discretionary
$1.6B
92% of AUM
Avg account
$434K
Accounts
4,083
Employees
22
Advisory reps
13

Firm details

Headquarters
EDINA, Minnesota
CRD number
109890
Registered since
February 10, 1983
Website
cahillfa.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI85.32%
  • Individuals12.3%
  • Corporations / Businesses1.23%
  • Charitable Organizations0.92%
  • Pension & Profit Sharing Plans0.22%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cahill Financial Advisors, Inc. is an independent registered investment adviser that works with both individual and family clients as well as institutions. The firm provides a mix of financial planning and portfolio management services for individuals and small businesses, offers pension consulting and manager selection, and also produces client communications and educational workshops. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm is organized as a corporation and identifies as a capital allocator that mixes internally managed exposures with allocations to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 11%, Cash & Cash Equivalents 6%, US Government Bonds 1%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%

Owners & executives

1 of 1

  • CRYSTAL NYE

    CCO & COOCRD 4871717

Contacts

3 of 12

  • ANDREW TATE

    Principal - Wealth ManagementCRD 4442103

  • DIANE PARK

    Principal - Wealth ManagementCRD 4637179

  • SCOTT OETH

    Principal - Wealth ManagementCRD 3077663

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 204

Active vs passive

$843M in ETFs

Passive

73%

$615M

Active

23%

$228M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$72.5M165,9398.60%
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Location

Primary office

EDINA, MN

HENNEPIN

Location

EDINA, MN

Headquartered in EDINA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
7261 Ohms Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth