# Cadia Private Client LLC

> Cadia Private Client LLC is an SEC-registered investment advisory firm in Parsippany, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 337400
- Filed as: CADIA PRIVATE CLIENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Parsippany, NJ
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337400
- AdvisorCensus page: https://advisorcensus.com/firm/cadia-private-client-llc-parsippany-nj-337400

## Quick answers

**How is Cadia Private Client LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cadia Private Client LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Cadia Private Client LLC located?**
Cadia Private Client LLC's principal office is in Parsippany, NJ, according to its Form ADV.

**Is Cadia Private Client LLC registered with the SEC or a state?**
Cadia Private Client LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337400.

**How much does Cadia Private Client LLC manage?**
Cadia Private Client LLC reports $192,533,399 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does Cadia Private Client LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76); high net worth individuals (46).

**Which custodians does Cadia Private Client LLC use?**
Cadia Private Client LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Cadia Private Client LLC 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/337400

**What changed in Cadia Private Client LLC's recent Form ADV filings?**
In the January 2026 filing data: Regulatory assets under management went from $0 to $187,224,831.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $192,533,399
- Discretionary: $192,533,399
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $27,018,509 |
| High net worth individuals | 46 | $152,737,792 |
| Corporations or other businesses not listed above | Fewer than 5 | $12,777,098 |

### 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: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cadiaprivate.com
- LinkedIn @cadia-private-client

## Changes in the filing (last 12 months)

### January 2026
- Regulatory assets under management went from $0 to $187,224,831.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cadia Private Client LLC (CRD 337400): Form ADV filing data as of October 2026.