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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-19-2019
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between August 25, 2025 and February 27, 2026, reported AUM increased 31.4%, from $103.2M to $135.5M.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 2 advisory representatives and 192 clients, or 96 clients per representative. That equates to $705.9K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on February 27, 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 Cassilly Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
FREDERICK NELSON CASSILLY
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5382800
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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David Jakob Bauer
Associate
- CRD
- #7300919
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Cassilly Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cassilly Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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