CAIRN INVESTMENT GROUP, INC.
DBA: CAIRN INVESTMENT GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $385.0M |
| Discretionary | $355.5M92% of AUM |
| Non-Discretionary | $29.4M |
| Client Accounts | 806 |
| Avg Account Size | $478K |
| Employees | 6 |
| Peak AUM | $385.0MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $385M | +9.7% | +9.5% | +11.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $385.0M |
| Discretionary | $355.5M |
| Employees | 6 |
| Client Accounts | 806 |
| Client Range | 101-250 |
Contact & Location
Address
500 BROADWAY STREET
VANCOUVER WA 98660
Phone
503-241-4901
Filing History
42 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$356M
92.4% of AUM
Non-Discretionary
$29M
7.6% of AUM
Disc. mix ▲ 1.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Structure
No related registrations reported