# Cade Group, Inc.

> Cade Group, Inc. is a state-registered investment advisory firm in Carmel, IN, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 114970
- Filed as: CADE GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114970
- AdvisorCensus page: https://advisorcensus.com/firm/cade-group-inc-carmel-in-114970

## Quick answers

**How is Cade Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cade Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Cade Group, Inc. located?**
Cade Group, Inc.'s principal office is in Carmel, IN, according to its Form ADV.

**Is Cade Group, Inc. registered with the SEC or a state?**
Cade Group, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 114970.

**How much does Cade Group, Inc. manage?**
Cade Group, Inc. reports $93,000,000 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).

**What types of clients does Cade Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (22); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Cade Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/114970

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $93,000,000
- Discretionary: $93,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $12,500,000 |
| High net worth individuals | 22 | $43,300,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,200,000 |
| Charitable organizations | 1 | $9,000,000 |
| State or municipal government entities (including government pension plans) | 1 | $5,000,000 |
| Corporations or other businesses not listed above | 1 | $22,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cade Group, Inc. (CRD 114970): Form ADV filing data as of October 2026.