CRD: 111446
Cassedy Financial Group, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-27-2000
- Office Locations
- 1
Office Locations
About Cassedy Financial Group, Inc.
Cassedy Financial Group is an independent, fiduciary RIA providing holistic wealth management for individuals and families, combining financial planning with customized portfolio management (not model portfolios). The team focuses on long-term preservation and growth through tailored strategies and guidance through life transitions, with many client relationships lasting 10+ years. Custody is supported through Charles Schwab & Co.
Reported data analysis
What the numbers show
Between April 16, 2025 and March 31, 2026, reported AUM increased 11.7%, from $222.3M to $248.4M.
Across 5 reported observations, AUM increased 70.7% between November 3, 2022 and March 31, 2026, from $145.6M to $248.4M.
Of the latest reported AUM, 59.4% is discretionary and 40.6% is non-discretionary.
The firm reports 3 advisory representatives and 186 clients, or 62 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Cassedy Financial Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Cameron Anderson Cassedy
President, Vice President
- CRD
- #5856460
- Ownership
- Less than 5%
THOMAS ANDERSON CASSEDY
Chief Compliance Officer, FOUNDER
- CRD
- #1052213
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Eric Tin Yao Lam
Investment Analyst
- CRD
- #6713036
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,606,752 | $424,157 |
| Non-Discretionary | $100,839,732 | $908,466 |
| Total | $248,446,484 | $541,278 |
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Separately Managed Accounts
SMA allocation detail is available
Cassedy Financial Group, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.