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- Custodian
- Betterment · Charles Schwab & Company · Prudential · TD Ameritrade
- Clients
- Retail
- Platforms
- Catalyst harborBeacon +more
- Established Date
- 04-05-2018
- Office Locations
- 1
Office Locations
About Cairn Financial Advisors, LLC
Cairn Financial Advisors is a Denver-based financial planning firm founded by Audrey Morrison (CFP®, CDFA®, MBA). The practice focuses on women and families navigating major life transitions—especially divorce or loss of a spouse—building actionable, retirement-focused plans and a long-term, goal-centered investment approach aligned to risk and timeline. Morrison also founded the Blue Iris nonprofit to educate and empower women through divorce.
Team overview
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Asset Classes
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AUDREY COLLINS MORRISON
Chief Compliance Officer, Owner, President
- CRD
- #6584544
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,573,480 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,573,480 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,573,480
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,198,133,666 | 18.5% |
| Cash | $5,278,264,530 | 81.5% |
| Total | $6,476,398,196 | 100.0% |