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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 02-10-1983
- Office Locations
- 1
Office Locations
About Cahill Financial Advisors, Inc.
Cahill Financial Advisors, Inc. is an independent Edina, MN RIA serving retail and institutional clients, with a focus on business owners and entrepreneurs. The firm provides financial planning and portfolio management, including retirement, tax and estate planning and risk management. Portfolios emphasize diversified asset allocation using mutual funds, ETFs and fixed income, with custody relationships with Charles Schwab and Fidelity.
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Owner & Executives
JEFFREY RONALD OHE
President
- CRD
- #2376320
- Ownership
- 75% or more
CRYSTAL M. NYE
Chief Compliance Officer, Chief Operations Officer, Financial Planner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Bradley Jay Barinsky
Financial Advisor
- CRD
- #6008668
GREGORY PAUL BLENKUSH
Principal
- CRD
- #5480802
Peak harbor
Element beacon
- CRD
- #25172
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,622,583,004 | $423,430 |
| Non-Discretionary | $147,600,774 | $588,051 |
| Total | $1,770,183,778 | $433,550 |
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Separately Managed Accounts
Total SMA Asset: $1,770,183,778
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,604,236,224 | 31.3% |
| Equity - Exchange | $1,189,794,824 | 14.3% |
| Cash | $1,622,447,488 | 19.5% |
| U.S. Government/Agency | $2,903,764,990 | 34.9% |
| Total | $8,320,243,526 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST CATALYST | MATRIX PRIME | OA2EXHCIX | WDTD | 1.20% | $43,365,938 |
| VITAL FRONTIER PRIME | LEGACY CAPITAL | YTEZZOT3W | JCW | 12.01% | $81,886,561 |
| OPTIMA UNISON | FOCUS GLACIER | LSE74HGIA | NOPSN | 6.22% | $29,316,005 |
| RADIAL CATALYST FOCUS | VERTEX LEGACY | A8OVJ9UNG | SVFZ | 9.60% | $96,093,451 |
| FRONTIER ZENITH | DELTA ATLAS | MMN3H3R6M | XIUKG | 8.98% | $89,182,478 |
| TIMBER ATLAS FRONTIER | ATLAS PIONEER | THMH3DHBO | LKKL | 11.29% | $93,387,875 |
| MATRIX ELEMENT EAGLE | BEACON ATLAS | LM1AJM9KX | HTG | 8.67% | $43,232,945 |
| GLACIER VECTOR PIONEER | ALPHA HARBOR | O3H0YX6HE | WIJ | 1.37% | $25,965,477 |