CAGR ADVISORY LLC

CAGR ADVISORY LLC of LEWES, DE is an SEC-registered investment adviser (CRD 338323).

Registration

• CRD: 338323
• SEC file number: 801-134376
• Type: Registered investment adviser
• Location: 16192 COASTAL HIGHWAY, LEWES, DE, 19958
• Phone: 202-455-6725
• Latest filing: 2025-08-19
• Clients: 5

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338323 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search