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CASCADES CAPITAL ASSET MANAGEMENT, LLC
CRD 167102 · SEC 801-113166
1840 PEMBROKE ROAD, SUITE 1, GREENSBORO, NC, 27408, United States
Phone
336-404-4746
Fax
877-762-3148
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$383.3M
Discretionary AUM
$346.3M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 245 | $64.1M |
| High net worth individuals | 84 | $276.6M |
| Pension/profit sharing plans | 15 | $37.0M |
| Charitable organizations | 6 | $1.1M |
| Corporations/business entities | 8 | $4.5M |
States served
GA, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD