Cassilly Financial
Firm details
- Headquarters
- Severna Park, Maryland
- CRD number
- 300672
- Registered since
- April 30, 2025
- Website
- cassillyfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.29%
- Individuals15.86%
- Corporations / Businesses0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cassilly Financial is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2025. The firm serves both individual/family and institutional clients and functions as a capital allocator, combining fee models that include asset-based fees, hourly charges, and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection and oversight of outside advisers, and educational seminars. The firm also operates as an insurance broker. Cassilly Financial does not present itself as an ESG-focused manager. Its service mix indicates a hybrid advisory model that blends ongoing portfolio management with project work and fees for advice or planning, which is consistent with its multiple billing structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Contacts
2 of 2
David Bauer
AssociateCRD 7300919
Frederick Cassilly
Principal & AdvisorCRD 5382800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$148M in ETFs
71%
$105M
9%
$42.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $16.8M | 173,748 | 11.36% |
Location
Severna Park, MD
Anne Arundel
Location
Severna Park, MD
Headquartered in Severna Park, MD, 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
- Anne Arundel
- Address
- 572 Baltimore Annapolis Blvd
- Time zone
- ET (UTC-5)
- Office locations
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