Cassaday & Company, Inc.

RIASEC Registered

Total AUM

$7.1B

Discretionary

$7.1B

100% of AUM

Avg account

$2.2M

Accounts

3,267

Employees

Advisory reps

Firm details

Headquarters: Mclean, Virginia
CRD number: 317672
Registered since: December 16, 2021
Website: cassaday.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI93.92%
Individuals4.02%
Charitable Organizations1.16%
Pension & Profit Sharing Plans0.55%
Corporations / Businesses0.34%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Cassaday & Company, Inc. is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2021) and serves a mix of individual, family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. On the non-advisory side the firm operates as a registered representative of a broker‑dealer, an insurance broker and a seller of other financial products. Fee arrangements reported include percentage-of-AUM billing, hourly fees and other fee types. The firm has appeared in industry rankings, including placements in Financial Times and FA Magazine lists in 2020 and multiple Forbes RIA lists in 2022–2024.