# Cachetech

> 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.

- CRD: 327688
- Filed as: CACHETECH
- Legal name: Cachetech Inc.
- Also doing business as: CACHETECH ADVISOR SOLUTIONS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Logan, UT
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327688
- AdvisorCensus page: https://advisorcensus.com/firm/cachetech-logan-ut-327688

## Quick answers

**How is Cachetech compensated?**
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.

**Where is Cachetech located?**
Cachetech's principal office is in Logan, UT, according to its Form ADV.

**Is Cachetech registered with the SEC or a state?**
Cachetech is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327688.

**How much does Cachetech manage?**
Cachetech reports $547,391,993 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Cachetech's assets and staff changed since 2023?**
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.

**What types of clients does Cachetech serve?**
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).

**Which custodians does Cachetech use?**
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.

**Does Cachetech report any disciplinary disclosures?**
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

**Does Cachetech state an account minimum?**
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."

**What changed in Cachetech's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Account minimum: None

> CT provides investment advisory services to registered investment advisors and does not have account minimums.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $547,391,993
- Discretionary: $547,391,993
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $22,707,384 |
| Other investment advisers | 3 | $524,684,609 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cachetech.io
- LinkedIn @cachetech-ria

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $500,000,000 | 8 | August 16, 2023 |
| October 2024 | $131,777,974 | 8 | June 18, 2024 |
| October 2025 | $671,656,505 | 10 | June 24, 2025 |
| October 2026 | $547,391,993 | 7 | September 29, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cachetech (CRD 327688): Form ADV filing data as of October 2026.