Cassaday & Company, Inc.
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
FINTRXOverview
Cassaday & Company, Inc. is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm works with individuals, families and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. In addition to its advisory role, the firm maintains business activities as a registered representative of a broker‑dealer and as an insurance broker and seller of other financial products. Its fee arrangements include percentage-of-AUM billing, hourly fees and other fee types. Cassaday & Company, Inc. does not self-identify as an active ESG investor and is not listed as a multi-state adviser. The firm has industry recognition: it appeared on the Financial Times Top 300 RIA list in 2020, was named among Top RIA Firms by FA Magazine in 2020, and has been included on Forbes lists in 2022, 2023 (America’s Top RIA Firms) and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds32%
- Non-Exchange Traded Equities6%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
Neal Treanor
Chief Compliance OfficerCRD 3156011
Stephan Cassaday
Chairman & CEOCRD 849097
Linda Stewart
Chief Compliance Officer, Director Of Client ServiceCRD 2291666
Contacts
3 of 41
Alexander Fuentes
Registered AssistantCRD 8125837
Jack Wrenn
Senior Financial PlannerCRD 7557003
Alex Vazquez
Senior Financial PlannerCRD 7808025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 421Active vs passive
$5.2B in ETFs
99%
$5.1B
<1%
$46.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $1.7B | 18,830,638 | 32.04% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8180 Greensboro Dr
- Time zone
- ET (UTC-5)
- Office locations
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