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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAIRN INVESTMENT GROUP

CAIRN INVESTMENT GROUP, INC., CRD 143601

VANCOUVER, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:640a2309-fe55-eaf6-1dcb-e3b852a755fc

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Feb 27, 2012 to Apr 2, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $385MItem 5.F on the latest filing (2026-04-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $356M
Private client RAUM: $383MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $128Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 806
Individual clients: 189
High net worth clients: 120
Custody, client assets: $121M
SEC number: 801-68016
CRD: 143601
Filings on the tape: 30
First filed: Feb 27, 2012
Latest filed: Apr 2, 2026
Organised: Corporation, OR

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TIMOTHY ALLEN MOSIER	n/a	VANCOUVER, WA	19	23	1	no
MARK PATRICK FARRELLY	Certified Financial Planner\|Chartered Financial Consultant	BLUFFTON, SC \| VANCOUVER, WA	5	24	3	no
PATRICK JAMES MASON	Certified Financial Planner	VANCOUVER, WA	2	23	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MASON, PATRICK, JAMES	CHIEF INVESTMENT OFFICER	B	yes	01/2021	Mar 19, 2021	Jun 2, 2024
MOSIER, TIMOTHY, ALLEN	CCO PRESIDENT	D	yes	07/2007	Feb 27, 2012	Jun 2, 2024
FARRELLY, MARK, PATRICK	SENIOR ADVISOR AND DIRECTOR OF FINANCIAL PLANNING	B	no	03/2021	Jan 25, 2024	Jun 2, 2024
KING, CHERIE, ARGUELLES	DIRECTOR OF OPERATIONS AND COMPLIANCE	A	no	01/2022	Jan 25, 2024	Jun 2, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Portland	Or	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 2, 2026	$385M	$356M	6	3	2	n/a	n/a
2024	Apr 22, 2025	$351M	$319M	6	4	2	n/a	n/a
2023	Mar 14, 2024	$337M	$305M	6	4	2	n/a	n/a
2022	Mar 17, 2023	$291M	$260M	6	4	1	n/a	n/a
2021	Mar 11, 2022	$295M	$250M	6	3	1	n/a	n/a
2020	Mar 19, 2021	$218M	$179M	5	2	0	n/a	n/a
2019	Mar 12, 2020	$210M	$176M	5	3	0	n/a	n/a
2018	Mar 6, 2019	$185M	$161M	5	3	0	n/a	n/a
2017	Mar 7, 2018	$194M	$164M	5	3	0	n/a	n/a
2016	Mar 24, 2017	$173M	$133M	5	3	n/a	n/a	n/a
2015	Mar 15, 2016	$168M	$124M	4	3	n/a	n/a	n/a
2014	Mar 6, 2015	$172M	$112M	3	3	n/a	n/a	n/a
2013	Mar 21, 2014	$174M	$101M	3	3	n/a	n/a	n/a
2012	Mar 7, 2013	$140M	$75.0M	3	3	n/a	n/a	n/a
2011	Feb 27, 2012	$133M	$67.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$385M	$351M	9.7%	$291M	9.8%	6	6	2	2

Relationships

Registered with (3)

← PATRICK JAMES MASONAdvisorregistration: current employment
Oct 18, 2023 to presentfactForm ADV
← MARK PATRICK FARRELLYAdvisorregistration: current employment
Mar 2, 2021 to presentfactForm ADV
← TIMOTHY ALLEN MOSIERAdvisorregistration: current employment
Jul 31, 2007 to presentfactForm ADV

Owns (2)

← KING, CHERIE, ARGUELLESOwnerDIRECTOR OF OPERATIONS AND COMPLIANCE, ownership code A, individual
Jan 25, 2024 to Jun 2, 2024factForm ADV
← FARRELLY, MARK, PATRICKOwnerSENIOR ADVISOR AND DIRECTOR OF FINANCIAL PLANNING, ownership code B, individual
Jan 25, 2024 to Jun 2, 2024factForm ADV

Controls (2)

← MASON, PATRICK, JAMESOwnerCHIEF INVESTMENT OFFICER, ownership code B, individual
Mar 19, 2021 to Jun 2, 2024factForm ADV
← MOSIER, TIMOTHY, ALLENOwnerCCO PRESIDENT, ownership code D, individual
Feb 27, 2012 to Jun 2, 2024factForm ADV

Dated events

Occurred
Jan 25, 2024
Control person joined
Patrick Mark Farrelly (Senior Advisor And Director Of Financial Planning) appeared on Schedule A of Cairn Investment Group
Form ADVobserved 4 days ago
Occurred
Jan 25, 2024
Control person joined
Arguelles Cherie King (Director Of Operations And Compliance) appeared on Schedule A of Cairn Investment Group
Form ADVobserved 4 days ago
Occurred
Jan 20, 2020
Control person left
Donald James Parr (President) no longer on Schedule A of Cairn Investment Group (listed 2019-03-06, absent 2020-01-20)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:640a2309-fe55-eaf6-1dcb-e3b852a755fc
First observed: Feb 27, 2012
Last observed: Apr 2, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAIRN INVESTMENT GROUP

CAIRN INVESTMENT GROUP, INC., CRD 143601

VANCOUVER, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:640a2309-fe55-eaf6-1dcb-e3b852a755fc

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY ALLEN MOSIER

n/a

VANCOUVER, WA

MARK PATRICK FARRELLY

Certified Financial Planner|Chartered Financial Consultant

BLUFFTON, SC | VANCOUVER, WA

PATRICK JAMES MASON

Certified Financial Planner

VANCOUVER, WA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MASON, PATRICK, JAMES

CHIEF INVESTMENT OFFICER

yes

01/2021

Mar 19, 2021

Jun 2, 2024

MOSIER, TIMOTHY, ALLEN

CCO PRESIDENT

yes

07/2007

Feb 27, 2012

Jun 2, 2024

FARRELLY, MARK, PATRICK

SENIOR ADVISOR AND DIRECTOR OF FINANCIAL PLANNING

03/2021

Jan 25, 2024

Jun 2, 2024

KING, CHERIE, ARGUELLES

DIRECTOR OF OPERATIONS AND COMPLIANCE

01/2022

Jan 25, 2024

Jun 2, 2024

City

State

Country

Employees

Also broker-dealer

Portland

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 2, 2026

$385M

$356M

n/a

2024

Apr 22, 2025

$351M

$319M

n/a

2023

Mar 14, 2024

$337M

$305M

n/a

2022

Mar 17, 2023

$291M

$260M

n/a

2021

Mar 11, 2022

$295M

$250M

n/a

2020

Mar 19, 2021

$218M

$179M

n/a

2019

Mar 12, 2020

$210M

$176M

n/a

2018

Mar 6, 2019

$185M

$161M

n/a

2017

Mar 7, 2018

$194M

$164M

n/a

2016

Mar 24, 2017

$173M

$133M

n/a

2015

Mar 15, 2016

$168M

$124M

n/a

2014

Mar 6, 2015

$172M

$112M

n/a

2013

Mar 21, 2014

$174M

$101M

n/a

2012

Mar 7, 2013

$140M

$75.0M

n/a

2011

Feb 27, 2012

$133M

$67.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$385M

$351M

9.7%

$291M

9.8%