CRD: 143812
Cauble & Harre Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-02-2007
- Office Locations
- 1
Office Locations
About Cauble & Harre Wealth Management, Inc.
Cauble Harre & Freeman Wealth Management is a St. Louis-based, fee-only RIA providing portfolio management and financial planning for busy working and retired individuals (often ages 40-70). Portfolios emphasize disciplined asset allocation using public markets, including ETFs and mutual funds across equities and fixed income. The firm includes a written fiduciary oath and fee-only guarantee in client contracts and commonly custodies assets at Fidelity with limited trading authority.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ELIZABETH HARRE CAUBLE
Owner, President
- CRD
- #5324493
- Ownership
- 50% but less than 75%
PETER BEYERSTEDT HARRE
Chief Compliance Officer, Chief Investment Officer, Vice President
- CRD
- #2271783
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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BRENDAN WILLIAM FREEMAN
--
- CRD
- #2962505
KENDALL MARVIN YOUNG
Director
- CRD
- #5081598
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,624,293 | $695,890 |
| Non-Discretionary | $0 | -- |
| Total | $300,624,293 | $695,890 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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