{ "crd_number": 327688, "slug": "cachetech-logan-ut-327688", "primary_business_name": "CACHETECH", "legal_name": "CACHETECH INC.", "dbas": [ "CACHETECH ADVISOR SOLUTIONS" ], "city": "Logan", "state": "UT", "country": "United States", "cbsa_code": "30860", "metro": { "cbsa_code": "30860", "common_name": "Logan", "msa_name": "Logan, UT-ID", "path": "/advisors/ut/logan" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-09-08", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-09-29", "carried_forward": false, "raum_total": 547391993.0, "raum_discretionary": 547391993.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 7, "advisory_employees": 2, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other_investment_advisers": { "raum": 524684609.0, "count": 3, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 22707384.0, "count": 2 } }, "compensation_types": [ "hourly", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "educational_seminars", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "UT" ], "websites": [ "https://cachetech.io", "https://linkedin.com/company/cachetech-ria" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327688", "city_as_filed": "LOGAN", "url": "https://advisorcensus.com/firm/cachetech-logan-ut-327688", "display_name": "Cachetech", "summary": "Cachetech is an SEC-registered investment advisory firm in Logan, UT, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.", "citation": "AdvisorCensus. Cachetech (CRD 327688): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Cachetech compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Cachetech reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees." }, { "q": "Where is Cachetech located?", "a": "Cachetech's principal office is in Logan, UT, according to its Form ADV." }, { "q": "Is Cachetech registered with the SEC or a state?", "a": "Cachetech is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327688." }, { "q": "How much does Cachetech manage?", "a": "Cachetech reports $547,391,993 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary)." }, { "q": "How have Cachetech's assets and staff changed since 2023?", "a": "In the Form ADV data for Cachetech: Regulatory assets under management: $500,000,000 in the October 2023 data and $547,391,993 in the October 2026 data, up 9%. Total employees: 8 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Cachetech serve?", "a": "By number of clients on Form ADV Item 5.D: other investment advisers (3); pooled investment vehicles (other than investment companies and business development companies) (2)." }, { "q": "Which custodians does Cachetech use?", "a": "Cachetech's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Cachetech report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327688" }, { "q": "Does Cachetech state an account minimum?", "a": "Its Form ADV Part 2A brochure dated April 1, 2026 says: \"CT provides investment advisory services to registered investment advisors and does not have account minimums.\"" }, { "q": "What changed in Cachetech's recent Form ADV filings?", "a": "In the May 2026 filing data: Added the business name Cachetech Advisor Solutions. Changed its legal name from Cachetech to Cachetech Inc.. Employees performing advisory functions went from 6 to 2. Regulatory assets under management went from $671,656,505 to $547,391,993 (-19%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 500000000.0, "total_employees": 8, "filing_date": "2023-08-16" }, { "period": "2024-10-01", "regulatory_assets_under_management": 131777974.0, "total_employees": 8, "filing_date": "2024-06-18" }, { "period": "2025-10-01", "regulatory_assets_under_management": 671656505.0, "total_employees": 10, "filing_date": "2025-06-24" }, { "period": "2026-10-01", "regulatory_assets_under_management": 547391993.0, "total_employees": 7, "filing_date": "2026-09-29" } ], "recent_changes": [ { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Added the business name Cachetech Advisor Solutions.", "Changed its legal name from Cachetech to Cachetech Inc..", "Employees performing advisory functions went from 6 to 2.", "Regulatory assets under management went from $671,656,505 to $547,391,993 (-19%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated April 1, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "CT provides investment advisory services to registered investment advisors and does not have account minimums." ] } ], "quotes": [ "CT provides investment advisory services to registered investment advisors and does not have account minimums." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/cachetech-logan-ut-327688.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 2, "fewer_than_5": false, "raum": 22707384.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 3, "fewer_than_5": true, "raum": 524684609.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327688", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }