$135.5M Total AUM
$135.0M Disc. AUM
-- 3Y CAGR
2 Employees
192 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-19-2019
- Office Locations
- 1
Office Locations
572 Baltimore Annapolis Blvd Severna Park MD
About Cassilly Financial
Cassilly Financial (Severna Park, MD) is a boutique, founder-led RIA providing comprehensive financial planning and ongoing plan monitoring for families across life stages, from young couples to retirees focused on legacy goals. Portfolios are built primarily with public funds and ETFs with some fixed income exposure, and the firm custodies with Charles Schwab.
Team overview
37 AVG AGE
$67.8M AVG AUM / ADVISOR
$705.9K AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Client Personas
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Investment Themes
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Investment Vehicles
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Technology
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Owner & Executives
FREDERICK NELSON CASSILLY
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5382800
- Ownership
- 75% or more
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D
David Jakob Bauer
Associate
- CRD
- #7300919
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,008,189 | $229,997 |
| Non-Discretionary | $528,443 | $66,055 |
| Total | $135,536,632 | $227,793 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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