Cassilly & Appel, Inc.

Overview

Cassilly & Appel, Inc. is a Maryland-registered corporate adviser organized as an institutional RIA and owned by an individual. The firm's public profile positions it at the intersection of accounting and advisory work — "Accountant" is listed as its primary business activity — which suggests it may offer tax, reporting or financial-accounting support alongside investment-related services. Its fee arrangement is categorized as "Other," indicating a non-standard or customized billing approach rather than simple asset-based or hourly-only pricing. The firm does not identify as an active ESG investor, is not a capital allocator, and does not present itself as a pension consultant or a multi-state adviser. It is not newly formed and has no reported affiliations with related advisers in the provided data. No client mix, AUM, public-holdings or specific investment-product details are disclosed in the source material.

Location & Offices