SEVERNA PARK, MDCRD 300672Latest ADV February 27, 2026
Cassilly Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Severna Park, MD. Its latest Form ADV filing, dated February 27, 2026, reports $136M in regulatory assets under management, 2 employees, and 595 accounts.
Assets Under Management
$136M
Employees
2
Offices
--
Total Clients
188
Primary office
SEVERNA PARK, MD
572 BALTIMORE ANNAPOLIS BLVD, SEVERNA PARK, MD, United States
Top client segmentHNWI represent 51.1% of total clients.
Top client categories% of clientsClients
1
HNWI
51.1%
96
2
Individuals
46.8%
88
3
Corporations
2.1%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of February 27, 2026
Discretionary99.6%
$135M
100% of total RAUM99.6%
Non-discretionary0.4%
$528K
0% of total RAUM0.4%
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.
Total AUM$136M
Total Accounts595
10Y AUM Change+$32M (+31.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee94:1
10Y Employee Change0 (0.0%)
* 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.