# Cassaday & Company, Inc.

> 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.

- CRD: 317672
- Filed as: CASSADAY & COMPANY, INC.
- Legal name: Cassaday & Co Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317672
- AdvisorCensus page: https://advisorcensus.com/firm/cassaday-and-company-inc-mclean-va-317672

## Quick answers

**How 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.

**How much does Cassaday & Company, Inc. charge?**
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); Hourly rate: $145 to $400 an hour (financial planning as a standalone service). 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> 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

> 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.

- Hourly rate: $145 to $400 an hour (financial planning as a standalone service)

> If we provide financial planning as a standalone service, our services will be billed hourly at a rate of $145.00 to $400.00 per hour depending upon the planner and scope of advice.

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing 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: $7,138,784,240
- Discretionary: $7,138,784,240
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,125 | $286,887,258 |
| High net worth individuals | 2,017 | $6,705,095,287 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 34 | $39,493,504 |
| Charitable organizations | 80 | $83,136,429 |
| Corporations or other businesses not listed above | 11 | $24,171,762 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2021 (4 years)
- Employees: 97 total, 32 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cassaday.com
- focusfinancialpartners.com
- Facebook @CassadayAndCompanyInc
- LinkedIn @cassaday-&-company-inc.
- LinkedIn @focus-financial-partners
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $4,633,257,014 | 66 | August 31, 2022 |
| October 2023 | $4,033,817,640 | 83 | September 25, 2023 |
| October 2024 | $4,975,020,215 | 86 | August 23, 2024 |
| October 2025 | $5,982,798,469 | 84 | April 14, 2025 |
| October 2026 | $7,138,784,240 | 97 | March 9, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cassaday & Company, Inc. (CRD 317672): Form ADV filing data as of October 2026.