Cascio Wealth Management

Overview

Cascio Wealth Management is a sole-proprietor advisory practice focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and serves both individual/family and select institutional clients. Investment activity is concentrated on liquid equities and exchange-traded instruments, reflecting an equity-first preference. The adviser operates with a primarily discretionary mandate, managing the majority of client assets on a discretionary basis while retaining a smaller non-discretionary sleeve for clients who prefer more control. Operationally the firm is compact and owner-managed, which typically translates into direct advisor-client relationships and hands-on portfolio construction. Cascio Wealth Management does not flag itself as an active ESG investor, is not a multi-state advisor, and does not act as a capital allocator or pension consultant. Custody and execution are routed through Interactive Brokers, a platform that supports both direct-stock trading and ETF strategies and allows access to a broad range of listed instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices