Arjun N. Goel

CAGR FINANCE

LEWES, DE 19958

CRD#: 8133739

Some features on this profile are disabled

Professional summary

Arjun Nmn Goel is a registered financial advisor currently at CAGR FINANCE LLC located in Lewes, Delaware.

Arjun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Arjun has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arjun Nmn Goel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 20, 2025 - Present

CAGR FINANCE LLC

Office #1: 16192 Coastal Highway, Lewes, DE 19958

RIA

CRD#: 337809

LEWES, DE

Past

September 19, 2025 - November 21, 2025

CAGR ADVISORY LLC

RIA

CRD#: 338323

LEWES, DE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Delaware
(11/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/29/2025

Uniform Investment Adviser Law Examination

Current Firm

CAGR FINANCE LLC

CRD#: 337809 / SEC#: 801-134621

RIA

Registered Investment Advisory firm - (11/19/2025 120-Day Approval)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

16192 Coastal Highway, Lewes, DE 19958

Mailing Address

Phone number

(202) 455-6725

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (9/23/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Sean Merlonghi

DAKOTA WEALTH, LLC

IAR

LEWES, DE

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Arjun N. Goel

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arjun Nmn Goel's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAGR FINANCE LLC

CAGR ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2025

Current Firm

CAGR FINANCE LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CAGR FINANCE LLC

TRUST BUT VERIFY

Similar Advisors