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CASSADAY & COMPANY, INC.
Legal name: CASSADAY & CO WEALTH MANAGEMENT LLC
CRD 317672File 801-122868
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.14B
Top 25% of cohort (national)
Discretionary AUM
$7.14B
Clients
3,267
3,267 accounts
Employees
97
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 16, 2021
- Principal office
- 8180 GREENSBORO DRIVE, SUITE 1180, MCLEAN, VA, 22102
- Phone
- 703-506-8200
- Website
- HTTPS://WWW.CASSADAY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.14B
- Discretionary AUM
- $7.14B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,267
- Non-discretionary accounts
- 0
- Total accounts
- 3,267
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $24.2M |
| Charitable organizations | 80 | $83.1M |
| High net worth individuals | 2,017 | $6.71B |
| Pension and profit sharing plans | 34 | $39.5M |
| Individuals (other than high net worth individuals) | 1,125 | $286.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 84 | 97 | increased by13 |
| Apr 1, 2026 | Clients | 3,155 | 3,267 | increased by112 |
| Apr 1, 2026 | AUM | $5,982,798,469 | $7,138,784,240 | increased by$1,155,985,771 |
| Apr 1, 2026 | Accounts | 3,155 | 3,267 | increased by112 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 66 | 84 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,085 | 3,155 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,633,257,014 | $5,982,798,469 | increased by$1,349,541,455 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,085 | 3,155 | increased by70 |
| Feb 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Feb 1, 2022 | AUM | $0 | $4,633,257,014 | increased by$4,633,257,014 |
| Feb 1, 2022 | Accounts | 0 | 3,085 | increased by3,085 |
| Jan 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CASSADAY COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CASSADAY COMPANY” may also match similarly-named firms). Confirm identity against each filing.
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.