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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- LegacySummit bridge +more
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
STEPHAN QUINN CASSADAY
President
- CRD
- #849097
- Ownership
- Less than 5%
JUSTIN PRESCOTT HARRIS
Advisor, PRINCIPAL
- CRD
- #3174765
- Ownership
- Less than 5%
Radial vector
Momentum legacy delta
- CRD
- #23398
- Ownership
- 44.5%
Showing 2 of 5 owners & executives
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CARMEN IOANA BISSISSO
Director
- CRD
- #4683854
ROBERT Wayne BLANKENSHIP
Registered Representative
- CRD
- #7161765
Eagle value
Beacon foundation
- CRD
- #42777
Showing 2 of 44 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
Total SMA Asset: $7,138,784,240
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,752,383,177 | 30.8% |
| Public Funds | $2,260,886,181 | 25.3% |
| Equity - OTC | $1,831,943,348 | 20.5% |
| Cash | $2,091,096,311 | 23.4% |
| Total | $8,936,309,017 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE NORTH VERTEX | LEGACY FOUNDATION | TCC8SE5IZ | OUBD | 2.02% | $98,884,960 |
| LEGACY PRIME | GLACIER VITAL | V2B1QHORU | JVE | 6.24% | $70,470,367 |
| RADIAL HARBOR OPTIMA | UNISON WAVE | KTOUEQAF0 | YUON | 8.16% | $32,086,919 |
| MOMENTUM FRONTIER LEGACY | RADIAL TIMBER | 37IVS06LV | ZVR | 12.29% | $61,283,652 |
| QUANTUM MERIDIAN | UNISON HARBOR | 91XG7O8H1 | DJM | 4.68% | $69,173,434 |
| FOUNDATION ATLAS ELEMENT | RIDGE MATRIX | 2OUM6QHBT | RXT | 2.42% | $101,995,691 |
| CREST VALUE | LEGACY FOCUS | 4CAXBE9IA | WVLFP | 3.48% | $108,330,906 |
| PRIME UNISON VITAL | MOMENTUM FOUNDATION | 6LXVR1G6Z | HECK | 4.45% | $18,204,086 |