Cahill Financial Advisors, Inc.

RIASEC RegisteredEst. 1983

Total AUM

$1.8B

Discretionary

$1.6B

92% of AUM

Avg account

$434K

Accounts

4,083

Employees

Advisory reps

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, SEC-registered RIA (registered since 1983) that serves both individual/family and institutional clients. The firm operates as a capital allocator, combining financial planning and portfolio management with consulting and educational activities: its stated services include financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of periodicals or newsletters, and seminars/workshops. Ownership is listed as individual, and the firm charges fees on a mix of percentage of AUM, hourly billing, and fixed fees. Cahill reports it is not an active ESG investor and lists an industry affiliation with a law firm.