# Cascade Financial Partners, LLC

> Cascade Financial Partners, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 326620
- Filed as: CASCADE FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326620
- AdvisorCensus page: https://advisorcensus.com/firm/cascade-financial-partners-llc-san-diego-ca-326620

## Quick answers

**How is Cascade Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cascade Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Cascade Financial Partners, LLC located?**
Cascade Financial Partners, LLC's principal office is in San Diego, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Cascade Financial Partners, LLC registered with the SEC or a state?**
Cascade Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326620.

**How much does Cascade Financial Partners, LLC manage?**
Cascade Financial Partners, LLC reports $1,381,234,310 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (98% discretionary).

**How have Cascade Financial Partners, LLC's assets and staff changed since 2023?**
In the Form ADV data for Cascade Financial Partners, LLC: Regulatory assets under management: $0 in the October 2023 data and $1,381,234,310 in the October 2026 data. Total employees: 6 in October 2023 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cascade Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (201); individuals (other than high net worth individuals) (82).

**Which custodians does Cascade Financial Partners, LLC use?**
Cascade Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and Fidelity as custodians holding 10% or more of its separately managed account assets.

**Does Cascade Financial Partners, 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/326620

**Does Cascade Financial Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "We do not impose a minimum account size to open and maintain an advisory account."

**What changed in Cascade Financial Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,160,595,429 to $1,381,234,310 (+19%). Added an office in San Diego, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> We do not impose a minimum account size to open and maintain an advisory account.

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
- Fidelity

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: $1,381,234,310
- Discretionary: $1,350,718,777
- Non-discretionary: $30,515,533

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $44,675,168 |
| High net worth individuals | 201 | $1,336,559,142 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA, MA, MI, NH, NJ, NV, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Diego, CA

### Websites listed on Form ADV (Item 1.I)
- cascadefinancialpartners.com
- LinkedIn @cascade-financial-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 6 | September 29, 2023 |
| October 2024 | $973,874,019 | 8 | March 28, 2024 |
| October 2025 | $1,160,595,429 | 8 | March 31, 2025 |
| October 2026 | $1,381,234,310 | 9 | March 27, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $1,381,234,310 in the October 2026 data.
Total employees: 6 in October 2023 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,160,595,429 to $1,381,234,310 (+19%).
- Added an office in San Diego, CA.

### January 2026
- No longer registered or notice-filed in UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cascade Financial Partners, LLC (CRD 326620): Form ADV filing data as of October 2026.