RIA Intel›Advisers›California›CADGER TAX AND FINANCIAL INC.

CADGER TAX AND FINANCIAL INC.

Advisory

CA

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in CA
#4,586
of 5,480 advisers by AUM
Average account
$270K
across 43 accounts
AUM per adviser
$12M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM
$12M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$12M
Discretionary AUM$11M
Non-Discretionary AUM$350K
Discretionary %97%
Total Clients43
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, NC, NV, SC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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