RIA Intel›Advisers›Tennessee›CAIRN FINANCIAL GROUP LLC

CAIRN FINANCIAL GROUP LLC

Advisory

TN

Data as of Apr 19, 2026 · Source: SEC Form ADV

Rank in TN

#308

of 380 advisers by AUM

Average account

$115K

across 671 accounts

AUM per adviser

$26M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 19, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$77M

Discretionary AUM$76M

Non-Discretionary AUM$2M

Discretionary %97.6%

Total Clients190

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

190 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

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

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ASPIRE PRIVATE WEALTH COUNSEL, LLC

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WEALTH WISE, INC.

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$74M

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