Adviser Profile
| As of Date | 03/14/2026 |
| Registration status | Registration Changed to HOLM & CAWLEY FINANCIAL GROUP LLC |
| ADV Location | LAS VEGAS, NV, United States |
| Contact Info | 702 xxxxxxx |
| Websites |
| AUM* | 128,816,000 45% |
| of that, discretionary | 108,174,000 45% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 312,660 -15% |
| % High Net Worth | 11.16% -1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds