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CAHILL FINANCIAL ADVISORS, INC.
CRD 109890File 801-18388
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.77B
Top 25% of cohort (national)
Discretionary AUM
$1.62B
Non-discretionary $147.6M
Clients
1,115
4,083 accounts
Employees
22
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 10, 1983
- Principal office
- 7261 OHMS LANE, EDINA, MN, 55439
- Phone
- 952-926-1659
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.77B
- Discretionary AUM
- $1.62B
- Non-discretionary AUM
- $147.6M
- Discretionary accounts
- 3,832
- Non-discretionary accounts
- 251
- Total accounts
- 4,083
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $21.8M |
| Charitable organizations | Fewer than 5 | $16.4M |
| High net worth individuals | 541 | $1.51B |
| Pension and profit sharing plans | Fewer than 5 | $3.9M |
| Individuals (other than high net worth individuals) | 568 | $217.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.