# CAE INVESTMENT ADVISORY, LLC

CAE INVESTMENT ADVISORY, LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/kevin-koharki-7298587

## Regulatory record

- **CRD number:** 334890
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334890

## About

CAE Investment Advisory, LLC is a state-registered investment adviser in Lafayette, IN. It has one employee and one investment adviser. The firm is based in Lafayette.

## Questions

### What regulatory framework does CAE INVESTMENT ADVISORY, LLC operate under?

CAE INVESTMENT ADVISORY, LLC under the Investment Advisers Act of 1940. This regulatory structure subjects the firm to fiduciary duties and periodic Form ADV filings, which disclose assets under management, clients served, and conflict-of-interest policies. As of available records, the firm has maintained its registration without public disciplinary actions.

### Is there publicly available information about CAE's leadership or team?

Public records, including regulatory filings, have not disclosed named principals or team members for CAE INVESTMENT ADVISORY, LLC. The firm does not maintain a public website or LinkedIn presence in available sources, leaving its leadership structure opaque. Without formal disclosure, specific roles and investment decision-makers cannot be identified.

### How can one access CAE's Form ADV filings for more details?

Form ADV filings for registered investment advisers are publicly available through the SEC's Investment Adviser Public Disclosure (IAPD) database at adviserinfo.sec.gov. Searching for CAE INVESTMENT ADVISORY, LLC by its firm name or CRD number should yield disclosure documents detailing its AUM, fee structures, and client types — though current data was not included in this profile's inputs.

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Last updated: 2026-08-14T12:30:00.000Z

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