Caird Investments
Caird Investments is an SEC-registered ria in Dallas, TX with $413.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Caird Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334504, SEC 801-132104, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $413.2M (2026-03-30)
- Firm type
- Ria
- Location
- Dallas, TX
- Employees
- 8
- Clients
- 1
- CRD
- 334504
- Ownership
- MARSHALL, JOSEPH, BENJAMIN; SCHOTT, MICHAEL, JAMES
How much AUM does Caird Investments have?
Caird Investments reported $413.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Caird Investments?
Disclosed owners and executives of Caird Investments include MARSHALL, JOSEPH, BENJAMIN, SCHOTT, MICHAEL, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.