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| HOLM & Cawley Financial Group LLC
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|
|
|---|---|
| CRD # | 150601 |
| SEC # | 801-135562 |
| CIK # | |
| AUM | $128.8 M (2026-03-04) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 702-277-3945 |
| Address | 5155 S Durango Drive Las Vegas, NV 89113 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 48.2 |
| (b) Individuals (high net worth individuals) | 28 | 60.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 20.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 412 | 128.8 |
| By Discretionary | ||
| Discretionary | 403 | 108.2 |
| Non-Discretionary | 9 | 20.6 |
| Total | 412 | 128.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.8 | |
| Total | 412 | 128.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Altura Private Wealth LLC
✚
|
UT | 0.1 |
|
Ralicki & Company PA
✚
|
FL | 0.1 |
|
Mariva Global Asset Management LLC
✚
|
FL | 0.1 |
|
Prospettiva Financial LLC
✚
|
CA | 0.1 |
|
Catum Advisory Group LLC
✚
|
CT | 0.1 |
|
Stephen Craig Schulmerich
✚
|
0.1 | |
|
Pelican Investment Advisors LLC
✚
|
LA | 0.1 |
|
Kurtin Financial Advisers LLC
✚
|
0.1 | |
|
BHK Securities LLC
✚
|
AL | 0.1 |
|
Mullins Investment Services LLC
✚
|
VA | 0.1 |