Cahill Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Cahill Financial Advisors reports 1,115 clients. They include 568 individual clients, 541 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 91.7% ($1.62B across 3,832 accounts) are managed with discretion; $148M across 251 accounts are not. It advised 14 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 12% |
| High-net-worth individuals | 49% | 85% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | <1% | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 568 | $218M | 12.3% | $383K |
| High-net-worth individuals | 541 | $1.51B | 85.3% | $2.79M |
| Pension and profit-sharing plans | Fewer than 5 | $3.92M | 0.2% | — |
| Charitable organizations | Fewer than 5 | $16.4M | 0.9% | — |
| Corporations and other businesses | 6 | $21.8M | 1.2% | $3.63M |
| Total | 1,115 | $1.77B | 100% | — |
- Clients
- 568
- Regulatory AUM
- $218M
- AUM share
- 12.3%
- Avg. per client
- $383K
- Clients
- 541
- Regulatory AUM
- $1.51B
- AUM share
- 85.3%
- Avg. per client
- $2.79M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.92M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $16.4M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $21.8M
- AUM share
- 1.2%
- Avg. per client
- $3.63M
Total
- Clients
- 1,115
- Regulatory AUM
- $1.77B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 14
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Cahill Financial Advisors charges 0.40%–1.50% a year for its Investment Advisory Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Retirement Plan Services
- Retirement plan services are typically charged an annual fee of 0.15% to 0.75% of plan assets, billed quarterly in advance or arrears.
- Financial Planning Services
- A written financial plan typically costs $0 to $5,000, set by each adviser representative, or is billed hourly against estimated hours.
Jeffrey Ohe owns 75% or more of Cahill Financial Advisors. The leadership team of Cahill Financial Advisors includes President Jeffrey Ohe and Chief Compliance Officer Crystal Nye. It has 22 employees, 12 of them in advisory roles.
Staff
- 22 employees
- 12 in advisory functions
- 12 state-registered reps
- Owns 75% or more of Cahill Financial Advisors, Inc.
Jeffrey Ohe
Control person · since September 2011
Cahill Financial Advisors’ regulatory assets grew 1.8× from $967M (March 2021) to $1.77B (March 2026); clients were 1,115 in both filings and employees were 22 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.77B | 1,115 | 22 | 1 |
| Mar 2025March 2025 | $1.43B | 1,031 | 20 | 1 |
| Mar 2024March 2024 | $1.32B | 1,048 | 21 | 1 |
| Jul 2023July 2023 | $1.1B | 1,055 | 23 | 1 |
| Mar 2022March 2022 | $1.2B | 1,032 | 22 | 1 |
| Mar 2021March 2021 | $967M | 1,114 | 22 | 1 |
Besides its headquarters, Cahill Financial Advisors has 0 offices, with 1 listed address in 1 state.
Minnesota · 1 listed address
- 7261 Ohms Lane, EdinaHQ
Contact and registration details
- Legal name
- Cahill Financial Advisors, Inc.
- Headquarters
- 7261 Ohms Lane, Edina, MN 55439
- Website
- cahillfa.com
- Phone
- 952-926-1659
- @cahill-financial-advisors-inc-
- SEC file
- 801-18388
- Founded
- 1980
- Structure
- Minnesota corporation
- Fiscal year end
- December
Cahill Financial Advisors’ named custodians for separately managed accounts are Fidelity ($836M, 51%) and Charles Schwab ($808M, 49%). Cahill Financial Advisors has custody of $541M for 638 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $808M49%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $836M51%
At year end, Cahill Financial Advisors’ separately managed accounts were mostly in funds (82%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.04B across 296 positions; the largest are Vanguard Growth Index Fund (8.3%), Vanguard Value ETF (5.9%) and Dimensional U.S. Core Equity 2 ETF (4.9%).
What the accounts hold
- Stocks11%
- Funds82%
- Bonds1%
- Cash6%
How many clients does Cahill Financial Advisors have?
Cahill Financial Advisors has 1,115 clients and manages $1.77 billion for them, as of March 2026. They include 568 individual clients, 541 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Cahill Financial Advisors offer?
Cahill Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Cahill Financial Advisors charge?
Cahill Financial Advisors charges 0.40%–1.50% a year for its Investment Advisory Services. The fee is billed in advance or in arrears and is negotiable.
Source: CAHILL FINANCIAL ADVISORS ADV PART 2A DATED MARCH 30, 2026, filed 30 March 2026
Which custodians does Cahill Financial Advisors use?
Cahill Financial Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $836M and Charles Schwab & Co., Inc. (San Francisco, CA), with $808M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Cahill Financial Advisors have?
Cahill Financial Advisors has 12 investment adviser representatives registered with state securities authorities, out of 22 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cahill Financial Advisors invest in?
At the end of its last fiscal year, Cahill Financial Advisors’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 6% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cahill Financial Advisors?
Cahill Financial Advisors’ direct owner is Jeffrey Ohe (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Cahill Financial Advisors get paid?
Cahill Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cahill Financial Advisors?
Cahill Financial Advisors’ main office is at 7261 Ohms Lane, Edina, MN 55439. Its phone number is 952-926-1659. Its website is cahillfa.com.