HOLM & CAWLEY FINANCIAL GROUP LLC

Overview

Holm & Cawley Financial Group LLC is an independent registered investment adviser organized as a limited liability company that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its operating model combines advisory services with affiliated insurance brokerage and law firm activities, which the firm appears to use to deliver integrated planning around wealth transfer, estate and insurance solutions. Investment activity shows a strong bias toward exchange‑traded equities and separately managed account strategies. The firm is not an active ESG investor and is not registered as a multi‑state adviser. Fee arrangements include a percentage of AUM and hourly charges, which supports both ongoing portfolio management relationships and project‑based planning engagements.

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Location & Offices