Cade Group, Inc.

RIASEC Registered

Total AUM

$93M

Discretionary

$93M

100% of AUM

Avg account

$222K

Accounts

419

Employees

Advisory reps

Firm details

Headquarters: Carmel, Indiana
CRD number: 114970
Custodians: RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NH
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI46.56%
Corporations / Businesses23.66%
Individuals13.44%
Charitable Organizations9.68%
State / Municipal Government5.38%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cade Group, Inc. is an independent registered investment advisor organized as a corporation and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory mix includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, and it operates as an active capital allocator that places client capital with third-party managers. Cade Group employs multiple fee arrangements — percentage of assets under management, hourly and fixed fees among them — and lists an affiliation with an insurance company. The firm is not flagged as an active ESG investor.