CAIRD FAMILY WEALTH MANAGEMENT

CAIRD FAMILY WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 336169). Regulatory assets under management: $21.1M.

Registration

• CRD: 336169
• Type: Registered investment adviser
• Phone: 317 777 3992
• Latest filing: 2026-01-28
• Regulatory AUM: $21.1M
• Discretionary AUM: $21.1M
• Clients: 1
• Accounts: 102

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336169 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search