Managing Member · Holm & Cawley Financial Group LLC
Reuben H. Cawley
CRD 6692252 · Named on Form ADV at one SEC-registered adviser
At a glance
Holm & Cawley Financial Group LLC, an SEC-registered wealth manager based in LAS Vegas, NV with $129 million in regulatory assets, lists Reuben H. Cawley on its Form ADV as Managing Member, a control person.
Firms and roles
- Holm & Cawley Financial Group LLCManaging MemberWealth manager · LAS Vegas, NV · $129M in regulatory assets
AtlasMembers
Reuben’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Benjamin C. CawleyChief Compliance Officer, Holm & Cawley Financial Group LLC
- Kris A. HolmManaging Member, Holm & Cawley Financial Group LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Reuben’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.