Cassilly Financial
Cassilly Financial is an SEC-registered mass-market adviser in Severna Park, MD with $135.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cassilly Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300672, SEC 801-132612, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $135.5M (2026-02-27)
- Firm type
- Mass-Market Adviser
- Location
- Severna Park, MD
- Employees
- 2
- Clients
- 188
- CRD
- 300672
- Ownership
- CASSILLY, FREDERICK, NELSON
How much AUM does Cassilly Financial have?
Cassilly Financial reported $135.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Cassilly Financial?
Disclosed owners and executives of Cassilly Financial include CASSILLY, FREDERICK, NELSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.