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CASSADAY & COMPANY, INC.
CASSADAY & CO WEALTH MANAGEMENT LLC
CRD 317672 · SEC 801-122868
8180 GREENSBORO DRIVE, SUITE 1180, MCLEAN, VA, 22102, United States
Phone
703-506-8200
Fax
703-506-8255
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.14B
Discretionary AUM
$7.14B
Team
97 total employees; 32 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1125 | $286.9M |
| High net worth individuals | 2017 | $6.71B |
| Pension/profit sharing plans | 34 | $39.5M |
| Charitable organizations | 80 | $83.1M |
| Corporations/business entities | 11 | $24.2M |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, IL, IA, KY, LA, ME, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD