C
CRD: 114970
Cade Group, Inc.
Carmel, IN, 46290
3178487110
$93.0M Total AUM
$93.0M Disc. AUM
-- 3Y CAGR
2 Employees
75 ADV. Clients
27 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-20-1999
- Office Locations
- 1
Office Locations
10293 North Meridian Street Suite 265 Carmel IN
About Cade Group, Inc.
Cade Group, Inc. is a Carmel-based RIA. The firm has been operating for 27 years. Managing $93.0M in total assets under management, with 1 advisory representatives. They custody assets with Raymond James. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
74 AVG AGE
$93.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
23.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Radial
Client Personas
Focus radial
Investment Themes
Alpha atlas Capital atlas Radial
Investment Vehicles
Summit harbor
Services
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Owner & Executives
Mark Aaron Cade
Certified Financial Planner, Owner, President
- CRD
- #1163639
- Ownership
- 75% or more
(918) 947-4294
radial.signal@focuscapital.com
in linkedin.com/in/eagle-vertex
Showing 1 of 1 owners & executives
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J
JAMES SETH JOHNSON
--
- CRD
- #4124635
(355) 793-2958
peak.frontier@focuscapital.com
in linkedin.com/in/element-glacier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,000,000 | $275,591 |
| Non-Discretionary | $0 | -- |
| Total | $93,000,000 | $275,591 |
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Separately Managed Accounts
Total SMA Asset: $93,000,000
Equity - Exchange:
31.1% Public Funds:
23.5% Other:
9.1% Cash:
36.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,141,457,643 | 31.1% |
| Public Funds | $862,516,225 | 23.5% |
| Other | $333,995,645 | 9.1% |
| Cash | $1,332,312,296 | 36.3% |
| Total | $3,670,281,809 | 100.0% |