CAIRN FINANCIAL PLANNING, LLC · Tank Allocator Loader

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CAIRN FINANCIAL PLANNING, LLC

UUIDdc1d97e8-0e4f-53aa-9001-26520269a376

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:37

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	326908	326908	—	1.0

Profile

Website—

HQ CityNone

HQ StateNone

HQ CountryNone

AUM (USD)—

AUM As OfNone

Aliases:

CAIRN FINANCIAL PLANNING adv_part1

People

Name	Title	Role	Email	Evidence
LEONARD, MELISSA, LOUISE	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015197", "owner_id": "6107919", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/09/2025 09:48:26 PM",
  "filing_id": "2015197",
  "reg_type": "IA"
}
```