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 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, privately owned registered investment adviser operating as a corporation that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting support and the selection of outside advisers. It bills through a mix of percentage-of-AUM, hourly, fixed and other fee arrangements and identifies itself as a capital allocator that places client assets with third‑party managers when appropriate. Cade Group does not self-identify as an active ESG investor and is not registered as a multi-state adviser.