CAGR FINANCE LLC
SEC RegisteredInvest Smarter, Not Harder
About the firm
Cagr AutoInvest is an SEC Registered Investment Adviser and automated stock investing service that builds and manages diversified portfolios of individual stocks using proprietary company ratings. Unlike traditional robo advisers that invest in index funds, it uses a proprietary 5-star Cagr Ratings system analyzing 300+ financial metrics with AI to select fundamentally strong companies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Automated stock portfolio building and management using proprietary Cagr Ratings and AI models; pre-built investment models for growth, income, or balanced returns; custom model builder using fundamental and technical indicators; automatic rebalancing and position sizing; backtesting and suitability analysis; and free PRO+ research.
Who they serve
Investors seeking automated stock investing, including sophisticated investors who want full control over custom investment strategies, with a minimum investment of $1,000.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of February 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAGR FINANCE LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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