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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-16-2021
- Office Locations
- 1
Office Locations
About Cassaday & Company, Inc.
Cassaday & Company is an independent fiduciary wealth manager providing comprehensive financial planning and investment management for individuals and families seeking objective advice. The team integrates planning and portfolio management, with no bank, insurance, or Wall Street affiliation and no proprietary products. Uses ETF- and mutual fund-based portfolios; founder Steve Cassaday has been ranked Barron’s #1 Financial Advisor in Virginia for nine years.
Reported data analysis
What the numbers show
Between April 14, 2025 and March 9, 2026, reported AUM increased 19.3%, from $6.0B to $7.1B.
Across 5 reported observations, AUM increased 54.1% between October 26, 2022 and March 9, 2026, from $4.6B to $7.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 32 advisory representatives and 3,267 clients, or 102.1 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cassaday & Company, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHAN QUINN CASSADAY
President
- CRD
- #849097
- Ownership
- Less than 5%
JUSTIN PRESCOTT HARRIS
Advisor, PRINCIPAL
- CRD
- #3174765
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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CARMEN IOANA BISSISSO
Director
- CRD
- #4683854
ROBERT Wayne BLANKENSHIP
Registered Representative
- CRD
- #7161765
Showing 2 of 47 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,138,784,240 | $2,185,119 |
| Non-Discretionary | $0 | -- |
| Total | $7,138,784,240 | $2,185,119 |
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Separately Managed Accounts
SMA allocation detail is available
Cassaday & Company, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cassaday & Company, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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