Cairn Investment Group, Inc.
● SEC registered since 2007CRD 143601SEC# 801-68016Vancouver, WA
Reg. AUM
$385M
Employees
6
Accounts
806
Location
Vancouver, WA
Cairn Investment Group, Inc. assets under management
Cairn Investment Group, Inc. is an investment advisory firm registered with the SEC based in Vancouver, WA. The firm has been registered since 2007. It reports $385 million in regulatory assets under management and employs 6 people.
Cairn Investment Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cherie Arguelles King | Director Of Operations And Compliance | 5-10% | 2022 |
| Mark Patrick Farrelly | Senior Advisor And Director Of Financial Planning | 10-25% | 2021 |
| Patrick James Mason Control | Chief Investment Officer | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Cairn Investment Group, Inc. manage?
Cairn Investment Group, Inc. reports $385 million in regulatory assets under management on its Form ADV.
How many employees does Cairn Investment Group, Inc. have?
Cairn Investment Group, Inc. reports 6 employees.
Where is Cairn Investment Group, Inc. located?
Cairn Investment Group, Inc. is based in Vancouver, WA and has been SEC-registered since 2007.
Does Cairn Investment Group, Inc. disclose fund performance?
Cairn Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 Broadway Street, Suite 480, Vancouver, WA 98660 |
| Phone | 503-241-4901 |
| Fax | 503-241-5699 |
| Office hours | 6:30a.m. To 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$385M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$385Mregulatory AUM
Discretionary $355.5MNon-discretionary $29.4M