$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- InsightCatalyst peak +more
- Established Date
- 06-15-2021
- Office Locations
- 1
Office Locations
-- Henderson NV
About Cadenza Financial Planning
Cadenza Financial Planning (Henderson, NV) is an RIA focused on comprehensive financial planning for households who may not have large investable assets. The firm emphasizes cash-flow planning and low-cost, passive, ETF-based portfolios to support outcomes over return chasing. Led by founder/CCO and lead planner J. Todd Keffury; custodies primarily at Schwab.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
$297.4K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Crest Legacy eagle
Client Personas
Prime
Custodian
Vital
Investment Themes
Alpha meridian Summit Summit
Investment Vehicles
Frontier element
Platform
Value glacier
Services
Meridian Summit Matrix Focus Element crest Capital Pioneer quantum
Technology
Beacon peak Focus Atlas
Owner & Executives
J TODD KEFFURY
Chief Compliance Officer, Founder, Lead Financial Planner, Managing Member
- CRD
- #6056262
- Ownership
- 75% or more
(892) 896-1618
vertex.ember@eaglecapital.com
in linkedin.com/in/foundation-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,245,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,245,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,245,500
Equity - Exchange:
7.1% U.S. Government/Agency:
12.3% Cash:
11.1% Other:
24.8% Corporate - Investment Grade:
24.5% Municipal Bonds:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $109,840,262 | 7.1% |
| U.S. Government/Agency | $190,286,652 | 12.3% |
| Cash | $171,722,100 | 11.1% |
| Other | $383,667,395 | 24.8% |
| Corporate - Investment Grade | $379,026,258 | 24.5% |
| Municipal Bonds | $312,503,282 | 20.2% |
| Total | $1,547,045,949 | 100.0% |