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CACHE ADVISORS LLC

SAN FRANCISCO, CA · CRD 323063 · IAPD ↗ · 2137881501

$962.1MRegulatory AUM
5Advisory reps
15Employees
0Clients
n/aPlanning clients
7Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — CACHE ADVISORS LLC notice-filed in AK, KY, MS, MT, ND, SD, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — CACHE ADVISORS LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
March 2026 — CACHE ADVISORS LLC notice-filed in AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — CACHE ADVISORS LLC crossed $500M in regulatory AUM ($290.6M -> $962.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
April 2025 — CACHE ADVISORS LLC reported RAUM up 67% ($174.0M -> $290.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2025 — CACHE ADVISORS LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — CACHE ADVISORS LLC reported RAUM up 444% ($32.0M -> $174.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
29
September 2024 — CACHE ADVISORS LLC notice-filed in IA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — CACHE ADVISORS LLC now reports custody of client assets ($64.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2024 — CACHE ADVISORS LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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