CASSADAY & COMPANY, INC.

Overview

Cassaday & Company, Inc. is an independent advisory firm organized as an LLC and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional clients and describes its advisory work as focused on financial planning, portfolio management for individuals and small businesses, and pension consulting. In addition to acting as an RIA, Cassaday performs broker-dealer representative and insurance brokerage activities and sells other financial products; its fee mix includes asset-based fees, hourly charges and other arrangements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. It has been recognized in industry lists: Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), and multiple Forbes RIA rankings (2022–2024). Cassaday maintains a broad set of industry affiliations, including relationships with broker-dealers, other investment advisers, insurance companies, and entities tied to real estate and pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives