Investment adviser · CRD 338323

CAGR ADVISORY LLC

Investment adviser filing (IA)

LEWES, DE, United States · Form ADV filed Aug 19, 2025

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 19, 2025. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

16192 COASTAL HIGHWAY
LEWES, DE, 19958, United States

CRD 338323

Filing source

Form ADV 2008943 · Aug 19, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.