Cauble & Harre Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$296,076,487
Clients
104
Advisors
4
of 4 employees
About
Cauble & Harre Wealth Management, Inc. is a fee-only wealth management firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutional entities. The firm manages roughly $300 million across about 100 client relationships and bases each engagement on a written Investment Policy Statement.
The firm uses model asset allocations (rather than turnkey model portfolios) to establish target asset-class weightings and builds customized portfolios from individual securities, mutual funds, and ETFs, blending indexed and active strategies; tactical shifts are used selectively to overweight or underweight sectors. Accounts are monitored continuously and managed on a discretionary basis, and the firm generally does not employ margin or direct options strategies for client accounts.
Distinctive operational features include the firm’s custody posture — it is deemed to have custody because it deducts advisory fees and accepts standing letters of authorization, while describing procedures intended to meet regulatory exceptions to surprise-exam requirements. The firm also does not vote proxies for client securities and explicitly ties comprehensive financial planning to its portfolio management relationships, resulting in a client base that skews toward larger household balances compared with many team firms.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $10,000 minimum annual fee (negotiable and may be waived) Minimum fee: $10,000 annually minimum fee Fee-only: Fee-only wealth management; no commissions accepted.
Main office
12977 North 40 Drive, Suite 213
St. Louis MO 63141
Advisors at this office
4
Most active in
California · Florida · Illinois · Missouri · New Mexico · Texas · Wyoming
Also doing business as
Cauble & Harre Wealth Management, Inc. · Cauble Harre & Freeman Wealth Management · Cauble Harre Freeman Wealth Management · Chf Wealth
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.
Quick links
Advisors at this firm
Brendan F
Series 65, Series 63
St. Louis, MO
Cauble & Harre Wealth Management, Inc.
Brendan Freeman is a financial advisor at Cauble & Harre Wealth Management, Inc. in St. Louis, MO, with seven years of industry experience. He previously worked at First Business Bank and Regions Bank before joining Cauble & Harre in 2025. Freeman holds Series 65 and Series 63 licenses. Cauble & Harre Wealth Management, Inc. is a fee-only firm serving individuals, high-net-worth households, and select institutional clients. The firm uses customized portfolios based on written Investment Policy Statements, combining indexed and active strategies with selective tactical shifts, and manages roughly $300 million across about 100 client relationships.
Kendall Y
CFP®
St. Louis, MO
Cauble & Harre Wealth Management, Inc.
Kendall Young is a CFP® professional with 19 years of industry experience, currently serving at Cauble & Harre Wealth Management, Inc. since 2019. He has also been affiliated with Matter Family Office since 1998. Kendall serves as the Board Chairman of the Financial Planning Association, a volunteer role focused on advancing the CFP® profession. Cauble & Harre Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm provides discretionary portfolio management and comprehensive financial planning, utilizing model asset allocations that combine index funds, actively managed funds, ETFs, and select individual securities.
Elizabeth C
CFP®, Series 66
St. Louis, MO
Cauble & Harre Wealth Management, Inc.
Elizabeth Cauble is a CFP® with 18 years of industry experience, currently serving as an advisor at Cauble & Harre Wealth Management, Inc., where she has worked since 2007. She holds the Series 66 designation and is based in St. Louis, MO. Cauble & Harre Wealth Management is a fee-only firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm uses model asset allocations combining index funds, actively managed funds, ETFs, and select individual securities, and emphasizes continuous account monitoring with formal quarterly reviews.
Peter H
CFA®, Series 63, Series 65
St. Louis, MO
Cauble & Harre Wealth Management, Inc.
Peter Harre is a CFA® charterholder with 18 years of industry experience. He has been with Cauble & Harre Wealth Management, Inc. since 2007. The firm is a fee-only wealth management team based in St. Louis, serving individuals, high-net-worth clients, and various institutional entities. Cauble & Harre Wealth Management provides discretionary portfolio management and financial planning, using model asset allocations that combine index funds, actively managed funds, ETFs, and select individual securities, with a focus on continuous monitoring and quarterly formal reviews.
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