Cassilly & Appel, Inc.

Overview

Cassilly & Appel, Inc. is registered as a corporation and classified in the database as an institutional registered investment adviser. The firm’s recorded business activity is accounting, and ownership is listed as individual, suggesting the adviser is operated by one or a small number of principals rather than by a larger corporate owner group. The firm's regulatory footprint is minimal in the dataset: SEC registration year is not provided, it is not flagged as a multi-state adviser, and it is not identified as an active ESG investor, pension consultant, or capital allocator. Fee arrangements are described generically as "other," which may indicate non-standard or bespoke billing methods rather than traditional AUM- or commission-based schedules.

Assets & Accounts