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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.