# Cahill Financial Advisors, Inc.

> Cahill Financial Advisors, Inc. is an SEC-registered investment advisory firm in Edina, MN, registered since 1983, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 109890
- Filed as: CAHILL FINANCIAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109890
- AdvisorCensus page: https://advisorcensus.com/firm/cahill-financial-advisors-inc-edina-mn-109890

## Quick answers

**How is Cahill Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cahill Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Cahill Financial Advisors, Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.4% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cahill Financial Advisors, Inc. located?**
Cahill Financial Advisors, Inc.'s principal office is in Edina, MN, according to its Form ADV.

**Is Cahill Financial Advisors, Inc. registered with the SEC or a state?**
Cahill Financial Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 109890.

**How much does Cahill Financial Advisors, Inc. manage?**
Cahill Financial Advisors, Inc. reports $1,770,183,778 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (92% discretionary).

**How have Cahill Financial Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Cahill Financial Advisors, Inc.: Regulatory assets under management: $967,162,492 in the October 2021 data and $1,770,183,778 in the October 2026 data, up 83%. Total employees: 22 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cahill Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (568); high net worth individuals (541); corporations or other businesses not listed above (6).

**Which custodians does Cahill Financial Advisors, Inc. use?**
Cahill Financial Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Cahill Financial Advisors, Inc. 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/109890

**What changed in Cahill Financial Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 12. Regulatory assets under management went from $1,432,327,484 to $1,770,183,778 (+24%). Registered or notice-filed in NC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.4% to 1.5% a year (a range, as the brochure states it)

> Our annual fees for Investment Advisory Services are based upon a percentage of assets under management and range from 0.40% to 1.50%, with exceptions noted below.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services 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: $1,770,183,778
- Discretionary: $1,622,583,004
- Non-discretionary: $147,600,774

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 568 | $217,731,221 |
| High net worth individuals | 541 | $1,510,396,016 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,919,188 |
| Charitable organizations | Fewer than 5 | $16,370,927 |
| Corporations or other businesses not listed above | 6 | $21,766,426 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1983 (43 years)
- Employees: 22 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MA, MN, MO, NC, ND, NE, NH, NY, OH, OR, PA, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cahillfa.com
- Facebook @CAHILLFINANCIALADVISORS
- LinkedIn @CAHILL-FINANCIAL-ADVISORS-INC-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $967,162,492 | 22 | March 30, 2021 |
| October 2022 | $1,200,597,718 | 22 | March 30, 2022 |
| October 2023 | $1,100,518,836 | 23 | July 24, 2023 |
| October 2024 | $1,317,246,884 | 21 | March 28, 2024 |
| October 2025 | $1,432,327,484 | 20 | March 28, 2025 |
| October 2026 | $1,770,183,778 | 22 | March 30, 2026 |

Regulatory assets under management: $967,162,492 in the October 2021 data and $1,770,183,778 in the October 2026 data, up 83%.
Total employees: 22 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 12.
- Regulatory assets under management went from $1,432,327,484 to $1,770,183,778 (+24%).
- Registered or notice-filed in NC.

### December 2025
- Registered or notice-filed in LA, OH, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cahill Financial Advisors, Inc. (CRD 109890): Form ADV filing data as of October 2026.