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CASSEDY FINANCIAL GROUP, INC.
CRD 111446File 801-121550
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$248.4M
Below cohort median (national)
Discretionary AUM
$147.6M
Non-discretionary $100.8M
Clients
186
459 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 21, 2021
- Principal office
- 113 SOUTH BLVD, SUITE 200, TAMPA, FL, 33606
- Phone
- 813-251-0004
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $248.4M
- Discretionary AUM
- $147.6M
- Non-discretionary AUM
- $100.8M
- Discretionary accounts
- 348
- Non-discretionary accounts
- 111
- Total accounts
- 459
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $6.9M |
| High net worth individuals | 74 | $217.5M |
| Pension and profit sharing plans | Fewer than 5 | $284K |
| Individuals (other than high net worth individuals) | 101 | $23.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.