CAHILL FINANCIAL ADVISORS INC

HTTPS://CAHILLFA.COM/ EDINA, MN Investment Advisor How do I update this listing?

Also known as:

  • OHE FINANCIAL INC

Cahill Financial Advisors is based out of Edina. Cahill Financial Advisors is a large advisory firm with 705 clients and discretionary assets under management (AUM) of $485,869,173 (Form ADV from 2018-06-01). Their last reported 13F filing for Q2 2019 included $252,321,000 in managed 13F securities and a top 10 holdings concentration of 35.83%. Cahill Financial Advisors's largest holding is iShares S&P 500 Growth ETF with shares held of 94,133. Cahill Financial Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 23 13F filings

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68

S&P 500
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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $252.321 Million
  • Prior Market Value $240.109 Million
  • New Purchases10 stocks
  • Additional Purchases85 stocks
  • Sold out of8 stocks
  • Reduced holdings in46 stocks
  • Top 10 Holdings % 35.83 %
  • Turnover % [1]:11.76%
  • Turnover Alt % [2]: 4.59 %
  • Time Held Top20:14.80 quarters
  • Time Held Top10:14.60 quarters
  • Time Held All:12.73 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.28%
Performance Last 4 Quarters: -3.03%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CAHILL FINANCIAL ADVISORS, INC.
7261 OHMS LANE
EDINA MN    55439
Country: United States

Business Phone: 952-926-1659
Fax: 952-926-0633
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MN
Number of employees: 20
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 122,477,000
Total Number of Clients: 705
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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CAHILL FINANCIAL ADVISORS, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
JACQUES, REBECCA, MARTHA SR. VICE PRESIDENT OF CLIENT SERVICES 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAHILL FINANCIAL ADVISORS, INC. SR. VICE PRESIDENT OF CLIENT SERVICES direct 2004-10-01
MIDWEST INVESTMENT ADVISORS, INC. SR. VICE PRESIDENT direct 1993-11-01 2005-02-10
CAHILL FINANCIAL ADVISORS, INC. SR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2004-10-01 2013-02-28
OHE, JEFFREY, RONALD PRESIDENT 09/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAHILL FINANCIAL ADVISORS, INC. PRESIDENT direct 2011-09-01
NYE, CRYSTAL, M. CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAHILL FINANCIAL ADVISORS, INC. CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER direct 2013-01-01

CAHILL FINANCIAL ADVISORS, INC.

ownership team - last updated 2017-03-27
Name Title Start Date Direct/Indirect % Ownership
ITES, RICKEY, LEE PRINCIPAL 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAHILL FINANCIAL ADVISORS, INC. PRINCIPAL direct 2014-04-01
MIDWEST INVESTMENT ADVISORS, INC. PRESIDENT direct 1992-03-01 2011-03-29
CAHILL FINANCIAL ADVISORS, INC. CEO direct 1992-03-01 2012-02-17
CAHILL FINANCIAL ADVISORS, INC. CEO direct 2011-09-01 2014-03-31
JACQUES, REBECCA, MARTHA SR. VICE PRESIDENT OF CLIENT SERVICES 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAHILL FINANCIAL ADVISORS, INC. SR. VICE PRESIDENT OF CLIENT SERVICES direct 2004-10-01
MIDWEST INVESTMENT ADVISORS, INC. SR. VICE PRESIDENT direct 1993-11-01 2005-02-10
CAHILL FINANCIAL ADVISORS, INC. SR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2004-10-01 2013-02-28
OETH, SCOTT, DENNIS PRINCIPAL 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
VECTOR FINANCIAL NETWORK, LLC ADVISOR ASSOCIATE direct 2003-02-01
CAHILL FINANCIAL ADVISORS, INC. PRINCIPAL direct 2007-07-01
BRYAN, JAMES, WILLIAM PRINCIPAL 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAHILL FINANCIAL ADVISORS, INC. PRINCIPAL direct 2009-07-01
OHE, JEFFREY, RONALD PRESIDENT 09/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAHILL FINANCIAL ADVISORS, INC. PRESIDENT direct 2011-09-01
FILIPPONE, RICHARD, WAYNE PRINCIPAL 02/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAHILL FINANCIAL ADVISORS, INC. PRINCIPAL direct 1998-02-01
TOTTEN, CRYSTAL, M. CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAHILL FINANCIAL ADVISORS, INC. CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER direct 2013-01-01
HOHN, NICHOLAS, JAMES PRINCIPAL 08/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAHILL FINANCIAL ADVISORS, INC. PRINCIPAL direct 2012-08-01
PARK, DIANE, ADELE PRINCIPAL 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAHILL FINANCIAL ADVISORS, INC. PRINCIPAL direct 2013-04-01

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