Caird Family Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Caird Family Wealth Management is a fee‑only, independent advisory firm that delivers wealth management and written financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. Services described in the brochure include comprehensive planning areas such as retirement, tax and estate planning, college savings, business planning, risk management, and fixed‑income management.
The firm acts as a discretionary portfolio manager, developing individualized investment policies and asset allocations that combine modern portfolio theory with fundamental and technical analysis and a mix of passive and active strategies. Investment management is provided as part of an integrated advisory relationship that includes ongoing plan reviews and written financial plans; the firm discloses that it operates exclusively through a wrap fee program, which can affect trade frequency and how transaction costs are handled.
Notable operational features include the firm’s role as a wrap fee program sponsor—an arrangement that is uncommon among independent RIAs—and a practice of requiring client accounts be held on an institutional custody platform. The firm is a single‑advisor, newly registered practice with roughly $21.1 million in assets under management and about 48 client relationships, and its principal maintains advanced planning credentials (CFP® and CPWA) that align with serving wealth management and advanced planning needs.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% Above $10,000,000+: 0.40%
Fee-only: Fee-only firm, fees based on percentage of assets under management
Main office
Greenfield IN
Advisors at this office
1
Most active in
Indiana
Also doing business as
Caird Family Wealth Management · Cfwm, LLC
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:
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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.
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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.
Forms ADV
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