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CASSILLY FINANCIAL
CASSILLY FINANCIAL GROUP, LLC
CRD 300672 · SEC 801-132612
572 BALTIMORE ANNAPOLIS BLVD, SEVERNA PARK, MD, 21146, United States
Phone
410-793-5210
Fax
410-793-5369
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.5M
Discretionary AUM
$135.0M
Team
2 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $21.5M |
| High net worth individuals | 96 | $112.9M |
| Corporations/business entities | 4 | $1.1M |
States served
MD, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD