Cassaday & Co Wealth Management LLC
● SEC registered since 2021CRD 317672SEC# 801-122868McLean, VA
Reg. AUM
$7.14B
Employees
97
Accounts
3,267
Location
McLean, VA
Cassaday & Co Wealth Management LLC assets under management
Cassaday & Co Wealth Management LLC is an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2021. It reports $7.1 billion in regulatory assets under management and employs 97 people.
Cassaday & Co Wealth Management LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Anthony Krell Control | Principal | Under 5% | 2021 |
| Christopher Michael Young Control | Principal | Under 5% | 2021 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2021 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cassaday & Co Wealth Management LLC manage?
Cassaday & Co Wealth Management LLC reports $7.1 billion in regulatory assets under management on its Form ADV.
How many employees does Cassaday & Co Wealth Management LLC have?
Cassaday & Co Wealth Management LLC reports 97 employees.
Where is Cassaday & Co Wealth Management LLC located?
Cassaday & Co Wealth Management LLC is based in McLean, VA and has been SEC-registered since 2021.
Does Cassaday & Co Wealth Management LLC disclose fund performance?
Cassaday & Co Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8180 Greensboro Drive, Suite 1180, McLean, VA 22102 |
| Phone | 703-506-8200 |
| Fax | 703-506-8255 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1963612 |
| Discloses disciplinary history | No |
Regulatory AUM
$7.14B▲ 43%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$7.14Bregulatory AUM
Discretionary $7.14B