Cahill Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 30, 2026, reports $1.8B in regulatory assets under management, 22 employees, and 4,083 accounts.
Top client segmentIndividuals represent 50.9% of total clients.
Top client categories% of clientsClients
1
Individuals
50.9%
568
2
HNWI
48.5%
541
3
Corporations
0.5%
6
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 30, 2026
Discretionary91.7%
$1.6B
92% of total RAUM91.7%
Non-discretionary8.3%
$148M
8% of total RAUM8.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts4,083
10Y AUM Change+$1.3B (+298.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee51:1
10Y Employee Change+7 (+46.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.