CAUBLE & HARRE WEALTH MANAGEMENT, INC.

Overview

Cauble & Harre Wealth Management, Inc. is an independent registered investment adviser formed in 2009 and owned by individuals. The firm serves both individual and family clients as well as institutional and small-business accounts, providing financial planning and portfolio management on a discretionary basis. Its advisory model combines percentage-of-AUM billing with hourly and fixed-fee engagements, allowing flexibility for one-off planning projects alongside ongoing asset management. Investment activity centers on pooled public funds as the primary building blocks for client portfolios. The firm is not positioned as a capital allocator or proprietary-product sponsor; instead it sources third-party mutual funds and, selectively, private placement opportunities for qualified clients. Cauble & Harre does not market itself as an active ESG investor and does not operate as a multi-state adviser in the regulatory sense.

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Public Holdings

Investments & Alternatives

Location & Offices