Cagr Finance LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,840
Clients
0
Advisors
1
of 5 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Cagr Finance LLC is an SEC‑registered investment adviser that delivers discretionary, model‑based asset management exclusively through an interactive web platform and automated trading, with account custody required at a specified custodian. The firm also offers a standalone research and analytics service with tiered access intended for individual and high‑net‑worth investors; it reports $31,840 in assets under management and no advisory clients as of the most recent filing.
The firm’s investment approach blends fundamental, value‑oriented analysis with proprietary Cagr Ratings and both strategic and tactical asset‑allocation models; portfolios are implemented and rebalanced via proprietary algorithms. Its digital platform relies on back‑tested assumptions and explicit model parameters, while retaining the ability for the firm to override the algorithm in certain circumstances.
Distinctive elements include a digital‑only, non‑collaborative delivery model—clients interact solely through the automated website rather than ongoing personal contact—and the pairing of discretionary model management with a separately marketed subscription research product that offers enhanced access to managed‑account clients. The adviser operates as a single‑owner/sole‑advisor LLC with a very small asset base and requires use of a single custodian, concentrating its execution and operational relationships.
Client services
Portfolio management
Security research and analytical tools service
Security research and analytical tools service
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
Basic: no cost; Pro: $10/month ($120 annually if billed annually) or $12.50/month ($150 annually if billed monthly); Pro+: $15/month ($150 annually if billed annually) or $18.75/month ($225 annually if billed monthly)
0.25% annually
Basic: free; Pro: $10/month ($120 annually if billed annually) or $12.50/month ($150 annually if billed monthly); Pro+: $15/month ($150 annually if billed annually) or $18.75/month ($225 annually if billed monthly)
Account minimum: $1,000
Main office location
Cagr Finance LLC
16192 Coastal Highway
Lewes DE 19958, United States
Number of offices
1
Most active in
Cagr Finance LLC has reported serving >5 clients in these states in the last 12 months.
Delaware
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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