Cassilly Financial
Firm details
- Headquarters
- Severna Park, Maryland
- CRD number
- 300672
- Registered since
- April 30, 2025
- Website
- cassillyfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.29%
- Individuals15.86%
- Corporations / Businesses0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cassilly Financial LLC is an independent, owner-operated registered investment adviser that registered with the SEC in 2025. The firm serves individual and family clients as well as institutional accounts and positions itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational workshops. It also acts as an insurance broker and charges fees on a percentage-of-AUM basis alongside hourly and fixed-fee arrangements. Cassilly Financial is not an active ESG investor and is not organized as a multi-state or related adviser. Its business model emphasizes advisory services layered with education and third-party manager selection rather than in-house alternative product manufacturing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Frederick Cassilly
Principal & AdvisorCRD 5382800

David Bauer
AssociateCRD 7300919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$158M in ETFs
75%
$118M
8%
$39.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $21.9M | 226,133 | 13.90% |
Location
Severna Park, MD
Anne Arundel
Location
Severna Park, MD
Headquartered in Severna Park, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Anne Arundel
- Address
- 572 Baltimore Annapolis Blvd
- Time zone
- ET (UTC-5)
- Office locations
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