Cairn Financial Group Llc
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ADV data as of Apr 19, 2026
- Regulatory AUM
- $77.4M
- Discretionary
- $75.5M
- Clients
- 190
- Avg AUM / client
- $407K
- Accounts
- 671
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 169 | $33.9M | 43.7% |
| High net worth individuals | 20 | $38.4M | 49.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $1.4M | 1.84% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.9M | 2.45% |
| Charitable organizations | Fewer than 5 clients | $1.8M | 2.34% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Nathan Greene | Registered representative | CFP | Apr 2019 (7y) | |
| Taylor Alan Whitt | Registered representative | CFP | Apr 2022 (4y) | |
| Sirkka Kristin Wood | Registered representative | Apr 2025 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/19/2026 | 1.25 MB | 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $71.1M (92% 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 19, 2026.
View current Form ADV (SEC/IAPD) ↗