CRD: 326620
Cascade Financial Partners, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-26-2023
- Office Locations
- 1
Office Locations
About Cascade Financial Partners, LLC
Cascade Financial Partners is a boutique, SEC-registered RIA in San Diego serving families with a “personal CFO” approach. The firm provides life planning, customized portfolio management (including tax-efficient asset location and non-traditional strategies), and legacy/estate and philanthropic planning through an Accumulate-to-Transfer planning process. Partner-led team includes multiple CFPs and dedicated trading/portfolio operations.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN PETER KRAUSE
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #4469710
- Ownership
- 25% but less than 50%
JEFFREY SCOTT MCCULLOCH
Managing Director, Managing Member
- CRD
- #4232179
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Lauren Trott Gabele
Wealth Advisor
- CRD
- #7697902
CAROLINE CLAIRE MASON
Paraplanner
- CRD
- #7678307
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,350,718,777 | $1,246,051 |
| Non-Discretionary | $30,515,533 | $3,390,615 |
| Total | $1,381,234,310 | $1,263,709 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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