AdFi
CF

Cahill Financial Advisors, Inc.

SEC Registered
Edina, MN952-926-1659
Assets Under Management
$1B–$5B
Office Locations
1 office
Total Accounts
4083

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Leadership

Rickey Lee Ites
CEO
Rebecca Martha Jacques
SR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER
Richard Wayne Filippone
PRINCIPAL
Scott Dennis Oeth
PRINCIPAL
James William Bryan
PRINCIPAL
Jeffrey Ronald Ohe
PRESIDENT
Nicholas James Hohn
PRINCIPAL

Office locations

1 office in 1 state
MN
EdinaHQ

Advisors at this firm

12 advisors in the directory

Regulatory & compliance

CRD number
#109890
SEC Number
801-18388
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee
Minimum: $500,000 (waivable)

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cahill Financial Advisors, Inc. 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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Cahill Financial Advisors in Edina, MN - Fees & Services