Cascade Financial Partners, LLC
● SEC registered since 2023CRD 326620SEC# 801-128042San Diego, CA
Reg. AUM
$1.38B
Employees
9
Accounts
1,093
Location
San Diego, CA
Cascade Financial Partners, LLC assets under management
Cascade Financial Partners, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2023. It reports $1.4 billion in regulatory assets under management and employs 9 people.
Cascade Financial Partners, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Peter Krause Control | Managing Member / Cco | 25-50% | 2023 |
| Carleen Acosta | Principal | 5-10% | 2023 |
| Darien Lee Horton | Principal | 10-25% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Cascade Financial Partners, LLC manage?
Cascade Financial Partners, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Cascade Financial Partners, LLC have?
Cascade Financial Partners, LLC reports 9 employees.
Where is Cascade Financial Partners, LLC located?
Cascade Financial Partners, LLC is based in San Diego, CA and has been SEC-registered since 2023.
Does Cascade Financial Partners, LLC disclose fund performance?
Cascade Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3579 Valley Centre Drive, Suite 125, San Diego, CA 92130 |
| Phone | 858-379-6701 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2021208 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.38B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.38Bregulatory AUM
Discretionary $1.35BNon-discretionary $30.5M