Cairn Wealth Management

RIASEC Registered
Total AUM
$385M
Discretionary
$356M
92% of AUM
Avg account
$478K
Accounts
806
Employees
6
Advisory reps
4

Firm details

Headquarters
Vancouver, Washington
CRD number
143601
Registered since
June 7, 2007
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

FINTRX

Overview

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

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: Exchange Traded Equities 43%, Public Funds/Mutual Funds 35%, Cash & Cash Equivalents 16%, US Government Bonds 4%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%43%
  • Exchange Traded Equities43%
  • Public Funds/Mutual Funds35%
  • Cash & Cash Equivalents16%
  • US Government Bonds4%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$128M in ETFs

Passive

100%

$128M

Active

0%

$385K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS)VanguardPassiveForeign Large Blend$26.4M310,61520.55%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth