← Tributary

CAGR FINANCE LLC

LEWES, DE · CRD 337809 · IAPD ↗ · cagr.finance · 202-455-6725

$31,840Regulatory AUM
1Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — CAGR FINANCE LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — CAGR FINANCE LLC (LEWES, DE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.