Cahill Financial Advisors, Inc.
- Regulatory AUM
- $1.8B
- Discretionary
- $1.6B
- Clients
- 1,115
- Avg AUM / client
- $1.6M
- Accounts
- 4,083
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 568 | $218M | 12.3% |
| High net worth individuals | 541 | $1.5B | 85.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.9M | 0.22% |
| Charitable organizations | Fewer than 5 clients | $16.4M | 0.92% |
| Corporations and other businesses | 6 | $21.8M | 1.23% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Delta 401(k) Retirement Plan For Pilots Delta Air Lines, Inc. | 2024 | |
| Metropolitan Anesthesia Network Profit Sharing Plan Metropolitan Anesthesia Network, Llp | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Ronald Ohe | President | CFP | Sep 2011 (15y) | 75% or more |
| Nye, Crystal, M. | Chief Compliance Officer/Chief Operations Officer | Jan 2013 (14y) | Less than 5% | |
| Nicholas James Hohn | Registered representative | CFP | Mar 2013 (13y) | |
| Diane Adele Park | Registered representative | CFP | Jan 2014 (13y) | |
| Scott Dennis Oeth | Registered representative | CFP Chartered Financial Consultant | Jan 2014 (13y) | |
| Gregory Paul Blenkush | Registered representative | CFP | Feb 2018 (8y) | |
| Michelle Ruth Damon | Registered representative | CFP | Feb 2018 (8y) | |
| Benjamin Robert Setterlund | Registered representative | CFP | Oct 2020 (6y) | |
| Andrew Michael Tate | Registered representative | CFP Chartered Financial Consultant | Oct 2020 (6y) | |
| Erik Walfred Carlson | Registered representative | CFP | Jul 2024 (2y) | |
| Bradley Jay Barinsky | Registered representative | CFP | Dec 2024 (2y) | |
| Rebecca Botzet | Registered representative | CFP | Aug 2025 (1y) | |
| Matthew Wright | Registered representative | CFA | Oct 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Delta 401(k) Retirement Plan For Pilots | Delta Air Lines, Inc. | 14,981 | $15.9B | 01/01/2024 |
| Metropolitan Anesthesia Network Profit Sharing Plan | Metropolitan Anesthesia Network, Llp | 554 | $391M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $836M (47% of AUM) Mar 2026
- Charles Schwab & Co. $808M (46% of AUM) Mar 2026
- Sei Investments Distribution Co. $126M (11% of AUM) Nov 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗