Cairn Investment Group, Inc.
- Regulatory AUM
- $385M
- Discretionary
- $356M
- Clients
- 315
- Avg AUM / client
- $1.2M
- Accounts
- 806
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 189 | $57.8M | 15.0% |
| High net worth individuals | 120 | $325M | 84.5% |
| Charitable organizations | 1 | $271K | 0.07% |
| Corporations and other businesses | 5 | $1.5M | 0.39% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Tonkon Torp Llp Profit Sharing And 401(k) Plan Tonkon Torp Llp Profit Sharing And 401(k) Plan | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Allen Mosier | Cco President | Jul 2007 (19y) | 50% – 75% | |
| Patrick James Mason | Chief Investment Officer | CFP | Jan 2021 (6y) | 10% – 25% |
| Mark Patrick Farrelly | Senior Advisor And Director Of Financial Planning | CFP Chartered Financial Consultant | Mar 2021 (5y) | 10% – 25% |
| King, Cherie, Arguelles | Director Of Operations And Compliance | Jan 2022 (5y) | 5% – 10% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Tonkon Torp Llp Profit Sharing And 401(k) Plan | Tonkon Torp Llp Profit Sharing And 401(k) Plan | 178 | $143M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $381M (99% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗