CAIRN FINANCIAL GROUP

CAIRN FINANCIAL GROUP LLC

CRD 299889

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$77.4M

Discretionary AUM

$75.5M

Team

4 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-19

Disciplinary history

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
FINRA BrokerCheck →
FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.
Better Business Bureau →
Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	169	$33.9M
High net worth individuals	20	$38.4M
Pooled investment vehicles	1	$1.4M

All web addresses on file

Official SEC filing: View on IAPD