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CADE GROUP, INC.
CRD 114970 · SEC 801-67664
10293 NORTH MERIDIAN STREET, SUITE 265, CARMEL, IN, 46290-1140, United States
Phone
317-848-7110
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$93.0M
Discretionary AUM
$93.0M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISER/MANAGER FEES
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $12.5M |
| High net worth individuals | 22 | $43.3M |
| Pension/profit sharing plans | 1 | $1.2M |
| Charitable organizations | 1 | $9.0M |
| State/municipal entities | 1 | $5.0M |
| Corporations/business entities | 1 | $22.0M |
Official SEC filing: View on IAPD