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HOLM & CAWLEY FINANCIAL GROUP LLC
CRD 150601 · SEC 801-135562
5155 S DURANGO DRIVE, STE# 102, LAS VEGAS, NV, 89113, United States
Phone
702-277-3945
Fax
702-447-1447
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.8M
Discretionary AUM
$108.2M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersRETIREMENT PLAN CONSULTING (I.E. 401K)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 217 | $48.2M |
| High net worth individuals | 28 | $60.0M |
| Pension/profit sharing plans | 6 | $20.6M |
States served
AZ, CA, CO, NV, UT, TX
All web addresses on file
Official SEC filing: View on IAPD