Cassedy Financial Group, Inc.
Cassedy Financial Group, Inc. is an SEC-registered wealth manager in Tampa, FL with $248.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Cassedy Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111446, SEC 801-121550, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $248.4M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Tampa, FL
- Employees
- 4
- Clients
- 186
- CRD
- 111446
- Ownership
- CASSEDY, THOMAS, ANDERSON; Cassedy, Cameron, Anderson; THOMAS A CASSEDY STOCK TRUST
How much AUM does Cassedy Financial Group, Inc. have?
Cassedy Financial Group, Inc. reported $248.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Cassedy Financial Group, Inc.?
Disclosed owners and executives of Cassedy Financial Group, Inc. include CASSEDY, THOMAS, ANDERSON, Cassedy, Cameron, Anderson, THOMAS A CASSEDY STOCK TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.