Cagr Finance LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
16192 Coastal Highway
Lewes DE 19958
Advisors at this office
1
Most active in
Delaware
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)