Cascadia Capital, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
—
Advisory reps
98
Avg account
$0

Firm details

Headquarters
Seattle, Washington
CRD number
101020
Registered since
May 1, 2000

Firm profile

FINTRX

Overview

Cascadia Capital, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm’s registration year with the SEC is listed as 2000. Ownership is recorded as a mix of a domestic entity and individuals. The profile data does not list discrete business or advisory activities, and the firm is flagged as not being a capital allocator. It is also identified as not being an active ESG investor, not a multi-state adviser (per the dataset), not a pension consultant, and not a related adviser. Those entries, together with the absence of a described client base, indicate the firm’s public-facing footprint in FINTRX centers on investment-banking functions rather than traditional asset management or advisory services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Michael Butler

    Michael Butler

    Chairman & CEOCRD 1607507

  • Matthew Hoffman

    Matthew Hoffman

    Chief Compliance OfficerCRD 1144872

  • Bryan Jaffe

    Bryan Jaffe

    Chief Operating Officer and Managing DirectorCRD 2247582

Contacts

3 of 95
  • William Susman

    William Susman

    Managing DirectorCRD 1147728

  • Timothy Lufkin

    Timothy Lufkin

    Managing DirectorCRD 1979835

  • William Kerkam

    William Kerkam

    Managing DirectorCRD 2666044

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
920 5th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth