Multi-Family OfficeRIA · CRD 292666SEC-Registered

Updated:

Cairn Financial Advisors

CAIRN FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1...

Cairn Financial Advisors

CAIRN FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Frequently asked questions

What type of firm is Cairn Financial Advisors?

Cairn Financial Advisors is a registered investment advisor (RIA) that operates as a multi-family office. It serves multiple unrelated high-net-worth families under a fiduciary standard, which is a common structure for wealth managers that do not serve a single family.

Does Cairn Financial Advisors disclose its AUM?

No, the firm does not publicly disclose its assets under management. As a privately held RIA, it is not required to report AUM publicly unless it files certain regulatory forms, and no such disclosures have surfaced in public records.

Who founded Cairn Financial Advisors and when?

The founding year and founder of Cairn Financial Advisors are not publicly disclosed. The firm's registration as an RIA with the SEC indicates it has been active for at least a decade, but specific founding details remain unavailable in public sources.

Where is Cairn Financial Advisors headquartered?

Cairn Financial Advisors is headquartered in Chicago, Illinois, United States. No additional office locations are publicly listed.

What services does Cairn Financial Advisors offer?

Based on its RIA registration and publicly available descriptions, the firm provides investment management, financial planning, and wealth advisory services. Its client base consists of high-net-worth families, though specific investment strategies or product offerings are not detailed in public sources.

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