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Cassaday & Co Wealth Management LLC

● SEC registered since 2021CRD 317672SEC# 801-122868McLean, VA
Export (members)
Reg. AUM
$5.98B
Employees
84
Accounts
3,155
Location
McLean, VA

Cassaday & Co Wealth Management LLC assets under management

Cassaday & Co Wealth Management LLC is an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2021. It reports $6 billion in regulatory assets under management and employs 84 people.
www.linkedin.com/company/cassaday-&-company-inc.View on SEC.gov ↗

Cassaday & Co Wealth Management LLC owners & executives

16 reported
NameTitleOwnershipSince
Christopher Anthony Krell ControlPrincipalUnder 5%2021
Christopher Michael Young ControlPrincipalUnder 5%2021
Focus Operating, LLC ControlMember (manager)Over 75%2021
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Frequently asked questions

How much does Cassaday & Co Wealth Management LLC manage?

Cassaday & Co Wealth Management LLC reports $6 billion in regulatory assets under management on its Form ADV.

How many employees does Cassaday & Co Wealth Management LLC have?

Cassaday & Co Wealth Management LLC reports 84 employees.

Where is Cassaday & Co Wealth Management LLC located?

Cassaday & Co Wealth Management LLC is based in McLean, VA and has been SEC-registered since 2021.

Does Cassaday & Co Wealth Management LLC disclose fund performance?

Cassaday & Co Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8180 Greensboro Drive, Suite 1180, McLean, VA 22102
Phone703-506-8200
Fax703-506-8255
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1963612
Discloses disciplinary historyNo

Assets under management

Discretionary$5.98B
Non-discretionary$0
Total (RAUM)$5.98B