Cassedy Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 31, 2026, reports $248M in regulatory assets under management, 4 employees, and 459 accounts.
Assets Under Management
$248M
Employees
4
Offices
--
Total Clients
186
Primary office
TAMPA, FL
113 SOUTH BLVD, SUITE 200, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.3% of total clients.
Top client categories% of clientsClients
1
Individuals
54.3%
101
2
HNWI
39.8%
74
3
Corporations
5.4%
10
4
Pension Plans
0.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$248Mas of March 31, 2026
Discretionary59.4%
$148M
59% of total RAUM59.4%
Non-discretionary40.6%
$101M
41% of total RAUM40.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$248M
Total Accounts459
10Y AUM Change+$131M (+111.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee47:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.