Holm & Cawley Financial Group LLC
Holm & Cawley Financial Group LLC is an SEC-registered mass-market adviser in Las Vegas, NV with $128.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Holm & Cawley Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150601, SEC 801-135562, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $128.8M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Las Vegas, NV
- Employees
- 5
- Clients
- 251
- CRD
- 150601
- Ownership
- HOLM, KRIS, ANTHONY; CAWLEY, BENJAMIN, CLAUDE; Cawley, Reuben, Hammon
How much AUM does Holm & Cawley Financial Group LLC have?
Holm & Cawley Financial Group LLC reported $128.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Holm & Cawley Financial Group LLC?
Disclosed owners and executives of Holm & Cawley Financial Group LLC include HOLM, KRIS, ANTHONY, CAWLEY, BENJAMIN, CLAUDE, Cawley, Reuben, Hammon. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.