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CAHILL FINANCIAL ADVISORS, INC.
CRD 109890File 801-18388
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://CAHILLFA.COM/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 22 | increased by2 |
| Apr 1, 2026 | Clients | 1,031 | 1,115 | increased by84 |
| Apr 1, 2026 | AUM | $1,432,327,484 | $1,770,183,778 | increased by$337,856,294 |
| Apr 1, 2026 | Accounts | 3,813 | 4,083 | increased by270 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 20 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,032 | 1,031 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,200,597,718 | $1,432,327,484 | increased by$231,729,766 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,829 | 3,813 | decreased by16 |
| Apr 1, 2022 | Clients | 1,114 | 1,032 | decreased by82 |
| Apr 1, 2022 | AUM | $967,162,492 | $1,200,597,718 | increased by$233,435,226 |
| Apr 1, 2022 | Accounts | 3,510 | 3,829 | increased by319 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAHILL FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAHILL FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.