CASSILLY FINANCIAL

RIASEC RegisteredEst. 2025

Total AUM

$136M

Discretionary

$135M

100% of AUM

Avg account

$228K

Accounts

595

Employees

Advisory reps

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

FINTRX

Overview

Cassilly Financial is an independent registered investment adviser that blends a fee-for-service planning practice with discretionary portfolio management and third-party capital allocation. The firm serves both individual and family clients and institutional relationships, offering financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of other advisers, and educational seminars. It also operates as an insurance broker, integrating insurance solutions alongside investment advice. Fee arrangements are flexible: the firm charges a percentage of assets under management and may also bill hourly or fixed fees depending on the engagement. Cassilly Financial is a capital allocator that places client capital with external managers when appropriate, and it is not positioned as an ESG-focused manager. The adviser appears to rely heavily on pooled public funds for core exposure while using third-party alternatives and separate managers for diversification and specific client objectives.