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Holm & Cawley Financial Group LLC

● SEC registered since 2026CRD 150601SEC# 801-135562Las Vegas, NV
Export (members)
Reg. AUM
$128.8M
Employees
5
Accounts
412
Location
Las Vegas, NV

Holm & Cawley Financial Group LLC assets under management

Holm & Cawley Financial Group LLC is an investment advisory firm registered with the SEC based in Las Vegas, NV. The firm has been registered since 2026. It reports $128.8 million in regulatory assets under management and employs 5 people.
holmandcawley.comView on SEC.gov ↗

Holm & Cawley Financial Group LLC owners & executives

3 reported
NameTitleOwnershipSince
Benjamin Claude Cawley ControlChief Compliance Officer25-50%2009
Kris Anthony Holm ControlManaging Member50-75%2009
Reuben Hammon Cawley ControlManaging Member25-50%2016

Frequently asked questions

How much does Holm & Cawley Financial Group LLC manage?

Holm & Cawley Financial Group LLC reports $128.8 million in regulatory assets under management on its Form ADV.

How many employees does Holm & Cawley Financial Group LLC have?

Holm & Cawley Financial Group LLC reports 5 employees.

Where is Holm & Cawley Financial Group LLC located?

Holm & Cawley Financial Group LLC is based in Las Vegas, NV and has been SEC-registered since 2026.

Does Holm & Cawley Financial Group LLC disclose fund performance?

Holm & Cawley Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5155 S Durango Drive, Ste# 102, Las Vegas, NV 89113
Phone702-277-3945
Fax702-447-1447
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$108.2M
Non-discretionary$20.6M
Total (RAUM)$128.8M