Robert Caird
Caird Family Wealth Management · Greenfield, Indiana
Robert Caird is a fee-only financial advisor at Caird Family Wealth Management in Greenfield, Indiana, who holds the CFP credential. Caird Family Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Caird Family Wealth Management |
|---|---|
| Based in | Greenfield, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $21.1M across 102 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 6371926 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Robert's firm compares
- Caird Family Wealth Management's average account is about $207,000, from its Form ADV (assets managed divided by 102 accounts).
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Questions about Robert
Is Robert Caird a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Caird Family Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Caird Family Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Caird based?
Robert Caird is based in Greenfield, Indiana.
What credentials does Robert Caird hold?
Robert Caird holds the CFP credential.
Is Robert Caird registered with the SEC?
Yes. Robert Caird is registered as an investment adviser representative in IN (CRD 6371926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Caird Family Wealth Management manage?
Caird Family Wealth Management reports $21.1M across 102 accounts in assets under management.
How do I contact Robert Caird?
Contact details aren't on file yet. Search for Caird Family Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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