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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Fusion timber
- Established Date
- 07-09-2009
- Office Locations
- 3
Office Locations
About Holm & Cawley Financial Group LLC
Holm & Cawley Financial Group is a Las Vegas-based RIA providing investment advice, financial planning, and retirement plan guidance, with additional support around estate/tax planning, insurance, and risk management. Portfolios are implemented primarily with ETFs and complemented by mutual funds, and the firm works across retail and institutional relationships, including custody through Charles Schwab.
Team overview
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Custodian
Investment Vehicles
Platform
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Owner & Executives
KRIS ANTHONY HOLM
Investment Advisor, Managing Member
- CRD
- #2431395
- Ownership
- 50% but less than 75%
BENJAMIN CLAUDE CAWLEY
Chief Compliance Officer
- CRD
- #5673671
- Ownership
- 25% but less than 50%
Crest meridian
Bridge element
- CRD
- #36788
- Ownership
- 18.9%
Showing 2 of 3 owners & executives
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Shay W Lewis
--
- CRD
- #7930522
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,174,000 | $268,422 |
| Non-Discretionary | $20,642,000 | $2,293,556 |
| Total | $128,816,000 | $312,660 |
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Separately Managed Accounts
Total SMA Asset: $128,816,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $945,291,588 | 17.2% |
| U.S. Government/Agency | $2,005,996,683 | 36.5% |
| Cash | $796,902,792 | 14.5% |
| Municipal Bonds | $1,747,690,260 | 31.8% |
| Total | $5,495,881,323 | 100.0% |