Cairn Wealth Management
Firm details
- Headquarters
- Vancouver, Washington
- CRD number
- 143601
- Registered since
- June 7, 2007
- Website
- www.cairninvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.54%
- Individuals15%
- Corporations / Businesses0.39%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cairn Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (initial registration in 2007) and serves both individual & family clients and institutional accounts. Its core service set centers on comprehensive financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities43%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents16%
- US Government Bonds4%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$128M in ETFs
100%
$128M
0%
$385K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $26.4M | 310,615 | 20.55% |
Location
Vancouver, WA
Clark
Location
Vancouver, WA
Headquartered in Vancouver, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clark
- Address
- 500 Broadway St
- Time zone
- PT (UTC-8)
- Office locations
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