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Cairn Financial Group

Cairn Financial Group. CRD 299889

C

CRD: 299889

Cairn Financial Group

Nashville, TN
6158108499
www.cairnfg.com
$77.4M Total AUM
$75.5M Disc. AUM
-- 3Y CAGR
4 Employees
190 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial · TD Ameritrade
Clients
Retail and Institutional
Platforms
VertexVector prime +more
Established Date
01-22-2019
Office Locations
2

Office Locations

501 Union ST Suite 600b Nashville TN
-- Nashville TN

About Cairn Financial Group

CAIRN Financial Group is a Nashville-based RIA providing comprehensive financial planning (tax, insurance, debt and estate coordination) alongside portfolio management. The team emphasizes responsible investing and behavioral-finance informed asset allocation, and offers ongoing 401(k) allocation advice. Portfolios are implemented largely with ETFs and public funds, with custody support at Charles Schwab.

Team overview

34 AVG AGE
$25.8M AVG AUM / ADVISOR
$407.5K AVG AUM / CLIENT
4.2 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Wave meridian Fusion ridge Bridge Prime north

Custodian

Wave Matrix

Investment Themes

Wave Alpha Delta

Investment Vehicles

Vector Vector glacier

Services

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Technology

Matrix wave North Delta Crest unison

Owner & Executives

W

William Nathan Greene

Chief Compliance Officer, President, Principal

CRD
#5845048
Ownership
75% or more
(504) 402-5598
element.vital@vectorcapital.com
in linkedin.com/in/alpha-legacy
Taylor Alan Whitt

Taylor Alan Whitt

Financial Planner, VICE PRESIDENT

CRD
#6362121
Ownership
10% but less than 25%
(542) 736-7911
beacon.meridian@timbercapital.com
in linkedin.com/in/radial-legacy

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Contacts

S

Sirkka Kristin Wood

--

CRD
#7946787
(850) 876-5460
insight.signal@pioneercapital.com
in linkedin.com/in/matrix-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $75,527,932 --
Non-Discretionary $1,893,880 --
Total $77,421,812 --

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Separately Managed Accounts

Total SMA Asset: $75,996,812

$76.0M Total SMA
Equity - Exchange:
20.2%
Public Funds:
25.4%
Cash:
10.6%
Other:
6.6%
Private Funds:
7.2%
U.S. Government/Agency:
12.5%
Equity - OTC:
17.5%
Asset class Assets Assets %
Equity - Exchange $127,937,298 20.2%
Public Funds $160,871,652 25.4%
Cash $67,135,414 10.6%
Other $41,801,295 6.6%
Private Funds $45,601,413 7.2%
U.S. Government/Agency $79,169,120 12.5%
Equity - OTC $110,836,767 17.5%
Total $633,352,959 100.0%

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