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Cassilly Financial Group, LLC

● SEC registered since 2025CRD 300672SEC# 801-132612Severna Park, MD
Export (members)
Reg. AUM
$103.2M
Employees
2
Accounts
643
Location
Severna Park, MD

Cassilly Financial Group, LLC assets under management

Cassilly Financial Group, LLC is an SEC-registered investment adviser based in Severna Park, MD. The firm has been registered since 2025. It reports $103.2 million in regulatory assets under management and employs 2 people.
www.cassillyfinancial.comView on SEC.gov ↗

Cassilly Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Frederick Nelson Cassilly ControlManaging Member/Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Cassilly Financial Group, LLC manage?

Cassilly Financial Group, LLC reports $103.2 million in regulatory assets under management on its Form ADV.

How many employees does Cassilly Financial Group, LLC have?

Cassilly Financial Group, LLC reports 2 employees.

Where is Cassilly Financial Group, LLC located?

Cassilly Financial Group, LLC is based in Severna Park, MD and has been SEC-registered since 2025.

Does Cassilly Financial Group, LLC disclose fund performance?

Cassilly Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address572 Baltimore Annapolis Blvd, Severna Park, MD 21146
Phone410-793-5210
Fax410-793-5369
Office hours8:30 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK2090777
Discloses disciplinary historyYes

Assets under management

Discretionary$101.8M
Non-discretionary$1.4M
Total (RAUM)$103.2M