Cairn Financial Advisors, LLC

RIASEC Registered
Total AUM
$17.6M
Discretionary
$17.6M
100% of AUM
Avg account
$293K
Accounts
60
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
292666
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75.61%
  • Individuals24.39%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cairn Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It operates as a capital allocator, though available records do not list specific external alternative managers by name. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor, is not identified as a multi-state adviser, and does not position itself as a pension consultant or related adviser in the reported disclosures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 3%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Audrey Morrison

    Audrey Morrison

    President and CEOCRD 6584544

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth