# Cagr Finance LLC

> Cagr Finance LLC is an SEC-registered investment advisory firm in Lewes, DE, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 337809
- Filed as: CAGR FINANCE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lewes, DE
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337809
- AdvisorCensus page: https://advisorcensus.com/firm/cagr-finance-llc-lewes-de-337809

## Quick answers

**How is Cagr Finance LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cagr Finance LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Cagr Finance LLC located?**
Cagr Finance LLC's principal office is in Lewes, DE, according to its Form ADV.

**Is Cagr Finance LLC registered with the SEC or a state?**
Cagr Finance LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337809.

**How much does Cagr Finance LLC manage?**
Cagr Finance LLC reports $31,840 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**Which custodians does Cagr Finance LLC use?**
Cagr Finance LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Cagr Finance LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337809

**What changed in Cagr Finance LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $0 to $31,840.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $31,840
- Discretionary: $31,840
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $31,840 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (0 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cagr.finance

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $0 to $31,840.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cagr Finance LLC (CRD 337809): Form ADV filing data as of October 2026.