Cairn Financial Group

Overview

Cairn Financial Group operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm acts as a capital allocator for both individual & family and institutional clients. Its advisory services cover financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third‑party advisers. Cairn charges a mix of fee arrangements including percentage of assets under management, hourly and fixed fees, and performance‑based fees. It does not identify as an active ESG investor. The firm is not flagged as a multi‑state or newly formed adviser and does not describe pension consulting or related‑adviser arrangements. SEC registration year is not specified in the available profile.

Assets & Accounts

Public Holdings

Investments & Alternatives