Acansa Investment Management Group, Llc
- Regulatory AUM
- $838M
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 2
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | Fewer than 5 clients | $830M | 99.0% |
| Other | Fewer than 5 clients | $8.0M | 0.95% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cahill, Mary, L. | Ceo/Cio | Jul 2020 (6y) | ≈ 18.75% – 50% via Aimg Holdings, Llc | |
| Steven D. Sandler | Senior Managing Director | Jul 2020 (6y) | ≈ 18.75% – 50% via Aimg Holdings, Llc | |
| Woodrick, Todd, K. | Coo And Chief Compliance Officer | Jul 2020 (6y) | ≈ 18.75% – 50% via Aimg Holdings, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aimg Holdings, Llc | Llc Member And Unit Holder | Mar 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cahill, Mary, L.: 25% – 50% of Aimg Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Steven D. Sandler: 25% – 50% of Aimg Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Woodrick, Todd, K.: 25% – 50% of Aimg Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 03/27/2026 | 980 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $838M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗