Cagr Finance LLC: new SEC registration, Lewes, DE
Cagr Finance LLC (Lewes, Delaware): new SEC registration, Lewes, DE. Dated 350 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 11 published fields of this record are shown below. Locked: 4 related DE NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cagr Finance LLC |
| Legal name | Cagr Finance LLC |
| CRD | 337809 |
| Status | Approved |
| Registered with the SEC | 2025-11-19 |
| Latest Form ADV filing | 2026-02-18 |
| Location | Lewes, DE, United States |
| Regulatory AUM | $31,840 |
| Accounts | 3 |
| Employees | 5 |
| Website | https://cagr.finance |
| Peer records CSV (5 DE records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Cagr Finance LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Unlock Cagr Finance + all 5 DE records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-19
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (DE first): Morningside Asset Management · Back Bay Financial Planning & Investments · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Cagr Finance LLC and 5 Delaware peers
- Delaware NewRiaPulse records like this one: 5
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Delaware peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Cagr Finance LLC in Lewes, Delaware?
Cagr Finance LLC received SEC registration as an investment adviser (2025-11-19) with $31,840 in regulatory assets under management, based in Lewes, DE.
How does Cagr Finance LLC compare to other Delaware NewRiaPulse records?
It is 350 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
Cagr Finance LLC vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Cagr Finance LLC | Lewes, DE | 2025-11-19 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
Related records
NewRiaPulse: Under $100M NewRiaPulse: records in Delaware NewRiaPulse: Approved
Cross-dataset signals in Delaware
More Delaware public-record feeds
New Data Breach Notices Filed with the Washington & California Attorneys General in Delaware New Federal, Colorado, NYC & Chicago Lobbying Clients in Delaware Largest U.S. Greenhouse Gas Emitters by Company, Sector & State (EPA GHGRP) in Delaware FEMA Hazard Mitigation Project Tracker in Delaware Newly Posted IRS Automatic Revocations of Tax Exemption in Delaware New FDA Medical Device Listings by Manufacturer, CMO & Sterilizer in Delaware Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Delaware New Trucking Company Registrations in Delaware
How to monitor Cagr Finance LLC and peer approved records
Get new NewRiaPulse records like Cagr Finance LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.