Cairn Financial Group

RIAState Registered

Total AUM

$77.4M

Discretionary

$75.5M

98% of AUM

Avg account

$115K

Accounts

671

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 299889
Website: www.cairnfg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI49.62%
Individuals43.75%
Pension & Profit Sharing Plans2.45%
Charitable Organizations2.34%
Pooled Investment Vehicles1.84%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Cairn Financial Group is an independent registered investment adviser organized as an LLC and owned by an individual. The firm functions as a capital allocator for both individual & family clients and institutional accounts, offering financial planning and discretionary portfolio management for individuals, small businesses and pooled investment vehicles. Advisory capabilities also include selection of other advisers. Cairn uses multiple billing approaches — percentage of assets under management, hourly and fixed fees, and performance-based arrangements. The firm does not identify as an active ESG investor and is not positioned as a pension consultant or related-adviser provider.