Cassilly Financial

RIASEC Registered

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 LLC is an independent, owner-operated registered investment adviser that registered with the SEC in 2025. The firm serves individual and family clients as well as institutional accounts and positions itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational workshops. It also acts as an insurance broker and charges fees on a percentage-of-AUM basis alongside hourly and fixed-fee arrangements. Cassilly Financial is not an active ESG investor and is not organized as a multi-state or related adviser. Its business model emphasizes advisory services layered with education and third-party manager selection rather than in-house alternative product manufacturing.