Overview
- Headquarters
- Mclean, VA
- Total Firm Assets
- $7.1 billion
- Average High-Net-Worth Client Portfolio Size
- $3.3 million
- Stated Minimum Account Size
- $500,000
Recent Rankings
Forbes 2025: 17
Forbes 2024: 28
Fee Disclosure
Source: CASSADAY AND COMPANY WEALTH MANGEMENT, LLC PART 2A BROCHURE (2025-03-20)
· View brochure text
Latest filing: CASSADAY AND COMPANY WEALTH MANGEMENT, LLC PART 2A BROCHURE (2026-03-04)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Stated Minimum Annual Fee: $6,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 93.92%
- Number of High-Net-Worth Clients
- 2,017
- Total Client Accounts
- 3,267
- Discretionary Accounts
- 3,267
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 317672
- CASSADAY AND COMPANY WEALTH MANGEMENT, LLC PART 2A BROCHURE (2026-03-04) · View brochure text
- CASSADAY AND COMPANY WEALTH MANGEMENT, LLC PART 2A BROCHURE (2025-03-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗