Cahill Financial Advisors Inc.
Cahill Financial Advisors, Inc. is an independent, fee-only wealth management firm headquartered in Edina, Minnesota. Founded in 2000, the firm is a registered investment adviser (RIA) with the SEC and employs approximately 20–21 professionals. The firm serves individual investors—both high net worth and retail clients—providing financial planning, asset management, and advisory services. Their team includes advisors with advanced certifications, including CPA and attorney credentials, supporting broad expertise for their clients.
Investment Strategy
Cahill Financial Advisors offers both discretionary and non-discretionary asset management, tailoring investment strategies to each client's goals via continuous portfolio monitoring and annual reviews. Their approach includes designing a strategy to meet investment objectives, leveraging diversified securities rather than focusing on a single type, and engaging sub-advisers when appropriate. Financial planning is provided on a fee basis, covering topics agreed upon with clients. The firm emphasizes fiduciary responsibility and does not primarily recommend one type of security, instead focusing on comprehensive and client-centered advice.
Top Holdings
Equity Positions (271)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD GROWTH INDEX FUND | 8.40% | $67.7M | 154,319 | $305.01 | $438.40 | +$11.1M |
M MOAT | VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | 5.22% | $42.1M | 448,799 | $66.27 | $93.79 | +$2.2M |
V VTV | VANGUARD VALUE ETF | 5.01% | $40.4M | 228,422 | $145.31 | $176.74 | +$2.3M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.02% | $32.4M | 567,596 | $48.02 | $57.01 | +$6.1M |
B BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 3.76% | $30.3M | 411,624 | $79.12 | $73.63 | +$1.5M |