Cassedy Financial Group, Inc.
● SEC registered since 2021CRD 111446SEC# 801-121550Tampa, FL
Reg. AUM
$248.4M
Employees
4
Accounts
459
Location
Tampa, FL
Cassedy Financial Group, Inc. assets under management
Cassedy Financial Group, Inc. operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2021. It reports $248.4 million in regulatory assets under management and employs 4 people.
Cassedy Financial Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron Anderson Cassedy Control | President | Under 5% | 2020 |
| Thomas a Cassedy Stock Trust Control | Ownership | Over 75% | 2024 |
| Thomas Anderson Cassedy Control | Founder, Chair And Chief Compliance Officer | Under 5% | 1996 |
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Join to unlock · $37/moFrequently asked questions
How much does Cassedy Financial Group, Inc. manage?
Cassedy Financial Group, Inc. reports $248.4 million in regulatory assets under management on its Form ADV.
How many employees does Cassedy Financial Group, Inc. have?
Cassedy Financial Group, Inc. reports 4 employees.
Where is Cassedy Financial Group, Inc. located?
Cassedy Financial Group, Inc. is based in Tampa, FL and has been SEC-registered since 2021.
Does Cassedy Financial Group, Inc. disclose fund performance?
Cassedy Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 113 South Blvd, Suite 200, Tampa, FL 33606 |
| Phone | 813-251-0004 |
| Fax | 813-251-1943 |
| Office hours | 9:00-5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$248.4M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$248.4Mregulatory AUM
Discretionary $147.6MNon-discretionary $100.8M