C
Caird Family Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,111,924
Clients
48
10% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$439,832
About
Caird Family Wealth Management is a fee‑only, independent advisory firm that delivers wealth management and written financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. Services described in the brochure include comprehensive planning areas such as retirement, tax and estate planning, college savings, business planning, risk management, and fixed‑income management.
The firm acts as a discretionary portfolio manager, developing individualized investment policies and asset allocations that combine modern portfolio theory with fundamental and technical analysis and a mix of passive and active strategies. Investment management is provided as part of an integrated advisory relationship that includes ongoing plan reviews and written financial plans; the firm discloses that it operates exclusively through a wrap fee program, which can affect trade frequency and how transaction costs are handled.
Notable operational features include the firm’s role as a wrap fee program sponsor—an arrangement that is uncommon among independent RIAs—and a practice of requiring client accounts be held on an institutional custody platform. The firm is a single‑advisor, newly registered practice with roughly $21.1 million in assets under management and about 48 client relationships, and its principal maintains advanced planning credentials (CFP® and CPWA) that align with serving wealth management and advanced planning needs.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% Above $10,000,000+: 0.40%
Fee-only: Fee-only firm, fees based on percentage of assets under management
Main office location
Caird Family Wealth Management
Greenfield IN, United States
Number of offices
1
Most active in
Caird Family Wealth Management has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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