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HOLM & CAWLEY FINANCIAL GROUP LLC

LAS VEGAS, NV · CRD 150601 · IAPD ↗ · holmandcawley.com · 702-277-3945

$128.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
6States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — HOLM & CAWLEY FINANCIAL GROUP LLC (LAS VEGAS, NV) is newly SEC-registered with $128.8M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.