Cachetech is an SEC registered investment adviser organized as a corporation with a primary office location in Logan, UT. Its latest Form ADV filing, dated April 15, 2026, reports $547M in regulatory assets under management, 7 employees, and 1,845 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 60.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
60.0%
3
2
Pooled Investment Vehicles
40.0%
2
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$547Mas of April 15, 2026
Discretionary100.0%
$547M
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$547M
Total Accounts1,845
10Y AUM Change+$47M (+9.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1:1
10Y Employee Change-1 (-12.5%)
* 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.