Cassaday & Company, Inc. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mclean, VA. Its latest Form ADV filing, dated March 9, 2026, reports $7.1B in regulatory assets under management, 97 employees, and 3,267 accounts.
Assets Under Management
$7.1B
Employees
97
Offices
--
Total Clients
3,267
Primary office
MCLEAN, VA
8180 GREENSBORO DRIVE, SUITE 1180, MCLEAN, VA, United States
Top client segmentHNWI represent 61.7% of total clients.
Top client categories% of clientsClients
1
HNWI
61.7%
2,017
2
Individuals
34.4%
1,125
3
Charitable
2.4%
80
4
Pension Plans
1.0%
34
5
Corporations
0.3%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.1Bas of March 9, 2026
Discretionary100.0%
$7.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$7.1B
Total Accounts3,267
10Y AUM Change+$7.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees97
Clients per Employee34:1
10Y Employee Change+31 (+47.0%)
* 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.