Overview
Assets Under Management: $129 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 28
Average Client Assets: $2.1 million
Frequently Asked Questions
HOLM & CAWLEY FINANCIAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150601), HOLM & CAWLEY FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
HOLM & CAWLEY FINANCIAL GROUP LLC is headquartered in LAS VEGAS, NV.
HOLM & CAWLEY FINANCIAL GROUP LLC serves 28 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, HOLM & CAWLEY FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HOLM & CAWLEY FINANCIAL GROUP LLC manages $129 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, HOLM & CAWLEY FINANCIAL GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.56%
Average Client Assets: $2.1 million
Total Client Accounts: 412
Discretionary Accounts: 403
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 150601
Filing ID: 2064842
Last Filing Date: 2026-03-04 09:03:51