← Directory
CAIRN INVESTMENT GROUP
Legal name: CAIRN INVESTMENT GROUP, INC.
CRD 143601File 801-68016
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$385.0M
Below cohort median (national)
Discretionary AUM
$355.5M
Non-discretionary $29.4M
Clients
315
806 accounts
Employees
6
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 7, 2007
- Principal office
- 500 BROADWAY STREET, SUITE 480, VANCOUVER, WA, 98660
- Phone
- 503-241-4901
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $385.0M
- Discretionary AUM
- $355.5M
- Non-discretionary AUM
- $29.4M
- Discretionary accounts
- 774
- Non-discretionary accounts
- 32
- Total accounts
- 806
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $1.5M |
| Charitable organizations | Fewer than 5 | $271K |
| High net worth individuals | 120 | $325.4M |
| Individuals (other than high net worth individuals) | 189 | $57.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- 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
- Yes
- 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.