Holm & Cawley Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 4, 2026, reports $129M in regulatory assets under management, 5 employees, 2 offices, and 412 accounts.
Assets Under Management
$129M
Employees
5
Offices
2 offices
Total Clients
251
Primary office
LAS VEGAS, NV
5155 S DURANGO DRIVE, STE# 102, LAS VEGAS, NV, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.5% of total clients.
Top client categories% of clientsClients
1
Individuals
86.5%
217
2
HNWI
11.2%
28
3
Pension Plans
2.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of March 4, 2026
Discretionary84.0%
$108M
84% of total RAUM84.0%
Non-discretionary16.0%
$21M
16% of total RAUM16.0%
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.
Total AUM$129M
Total Accounts412
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee50:1
10Y Employee Change—
* 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.