AdvisorCensus / Financial advisors / District of Columbia / Washington / Cassaday & Company, Inc.
Cassaday & Company, Inc.
Filed as CASSADAY & COMPANY, INC. · Legal name Cassaday & Co Wealth Management LLC
Cassaday & Company, Inc. is an SEC-registered investment advisory firm in McLean, VA, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 9, 2026.
Quick answers
From the filingHow is Cassaday & Company, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Cassaday & Company, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.
What does Cassaday & Company, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 4, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Cassaday & Company, Inc. located?
Cassaday & Company, Inc.'s principal office is in McLean, VA, according to its Form ADV.
Is Cassaday & Company, Inc. registered with the SEC or a state?
Cassaday & Company, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317672.
How much does Cassaday & Company, Inc. manage?
Cassaday & Company, Inc. reports $7,138,784,240 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).
How have Cassaday & Company, Inc.'s assets and staff changed since 2022?
In the Form ADV data for Cassaday & Company, Inc.: Regulatory assets under management: $4,633,257,014 in the October 2022 data and $7,138,784,240 in the October 2026 data, up 54%. Total employees: 66 in October 2022 and 97 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Cassaday & Company, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (2,017); individuals (other than high net worth individuals) (1,125); charitable organizations (80).
Which custodians does Cassaday & Company, Inc. use?
Cassaday & Company, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.
Does Cassaday & Company, Inc. 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/317672
What changed in Cassaday & Company, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $5,982,798,469 to $7,138,784,240 (+19%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
Our fees range between .50 - 1.50% and are calculated on the Average Daily balance (ADB) of the managed portfolio during the prior quarter.
Minimum annual fee: $6,000
The brochure's wording
Clients with assets under management at Cassaday and Company will be subject to a minimum annual fee of $6,000. In certain circumstances, the minimum fee may be negotiated.
As stated in the firm's Form ADV Part 2A brochure dated March 4, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$7,138,784,240 as of October 2026, filing dated March 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Cassaday & Co Wealth Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 97. Performing investment advisory functions: 32.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
39 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $7,138,784,240 | 97 | March 9, 2026 |
| October 2025 | $5,982,798,469 | 84 | April 14, 2025 |
| October 2024 | $4,975,020,215 | 86 | August 23, 2024 |
| October 2023 | $4,033,817,640 | 83 | September 25, 2023 |
| October 2022 | $4,633,257,014 | 66 | August 31, 2022 |
Regulatory assets under management: $4,633,257,014 in the October 2022 data and $7,138,784,240 in the October 2026 data, up 54%.
Total employees: 66 in October 2022 and 97 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $5,982,798,469 to $7,138,784,240 (+19%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Cassaday & Company, Inc. (CRD 317672): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cassaday-and-company-inc-mclean-va-317672