# Cassilly Financial

> Cassilly Financial is an SEC-registered investment advisory firm in Severna Park, MD, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 300672
- Filed as: CASSILLY FINANCIAL
- Legal name: Cassilly Financial Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Severna Park, MD
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300672
- AdvisorCensus page: https://advisorcensus.com/firm/cassilly-financial-severna-park-md-300672

## Quick answers

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

**How much does Cassilly Financial charge?**
Its Form ADV Part 2A brochure dated February 27, 2026 states: Flat fee: $1,000 to $5,000 (financial planning services); Hourly rate: $150 to $300 an hour (financial planning services); Flat fee: $2,000 to $25,000 (Pension Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cassilly Financial located?**
Cassilly Financial's principal office is in Severna Park, MD, according to its Form ADV.

**Is Cassilly Financial registered with the SEC or a state?**
Cassilly Financial is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 300672.

**How much does Cassilly Financial manage?**
Cassilly Financial reports $135,536,632 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have Cassilly Financial's assets and staff changed since 2025?**
In the Form ADV data for Cassilly Financial: Regulatory assets under management: $103,156,687 in the October 2025 data and $135,536,632 in the October 2026 data, up 31%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cassilly Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (96); individuals (other than high net worth individuals) (88); corporations or other businesses not listed above (4).

**Which custodians does Cassilly Financial use?**
Cassilly Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cassilly Financial report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.B(2) (charge for a listed misdemeanor in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300672

**What changed in Cassilly Financial's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $103,156,687 to $135,536,632 (+31%).

## From the Form ADV filing

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

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

- Flat fee: $1,000 to $5,000 (financial planning services)

> We charge a fixed fee for financial planning services, which generally ranges between $1,000- $5,000.

- Hourly rate: $150 to $300 an hour (financial planning services)

> We also charge an hourly fee of $150-$300 for financial planning services, which is negotiable depending on the scope and complexity of the plan

- Flat fee: $2,000 to $25,000 (Pension Consulting Services)

> Our advisory fees for these customized services will be negotiated with the plan sponsor or named fiduciary on a case-by-case basis but may be charged as a fixed rate that ranges from $2,000 to $25,000

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 & Co., Inc.

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: $135,536,632
- Discretionary: $135,008,189
- Non-discretionary: $528,443

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $21,493,847 |
| High net worth individuals | 96 | $112,894,588 |
| Corporations or other businesses not listed above | 4 | $1,148,197 |

### 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)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, TX, VA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.B(2): In the past ten years, has the firm or an advisory affiliate been charged with one of the misdemeanors listed in 11.B(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300672

### Websites listed on Form ADV (Item 1.I)
- cassillyfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $103,156,687 | 2 | May 13, 2025 |
| October 2026 | $135,536,632 | 2 | February 27, 2026 |

Regulatory assets under management: $103,156,687 in the October 2025 data and $135,536,632 in the October 2026 data, up 31%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $103,156,687 to $135,536,632 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cassilly Financial (CRD 300672): Form ADV filing data as of October 2026.