Overview
Assets Under Management: $136 million
Headquarters: SEVERNA PARK, MD
High-Net-Worth Clients: 96
Average Client Assets: $1 million
Frequently Asked Questions
CASSILLY FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300672), CASSILLY FINANCIAL is subject to fiduciary duty under federal law.
CASSILLY FINANCIAL is headquartered in SEVERNA PARK, MD.
CASSILLY FINANCIAL serves 96 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, CASSILLY FINANCIAL offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CASSILLY FINANCIAL manages $136 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, CASSILLY FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.29
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 595
Discretionary Accounts: 587
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 300672
Filing ID: 2054606
Last Filing Date: 2026-02-27 12:29:14