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CAIRD INVESTMENTS

DALLAS, TX · CRD 334504 · IAPD ↗ · cairdinvestments.com · (469)729-0530

$413.2MRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
July 2025 — CAIRD INVESTMENTS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
April 2025 — CAIRD INVESTMENTS (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 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.