CACHETECH

CACHETECH INC.

CRD 327688 · SEC 801-128689

Visit website

701 S MAIN ST, STE 400, LOGAN, UT, 84321, United States

Phone

435-752-1702

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$547.4M

Discretionary AUM

$547.4M

Team

7 total employees; 2 advisory reps; 547391993 broker-dealer reps

Clients

Fees

Percentage of AUM; Hourly charges; Performance-based fees

Org form

Corporation

Filing date

2026-04-15

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Pooled investment vehicles	2	$22.7M
Other investment advisers	3	$524.7M

States served

All web addresses on file

https://www.linkedin.com/company/cachetech-ria/
https://www.cachetech.io/

Official SEC filing: View on IAPD