Cassilly Financial Group, LLC
● SEC registered since 2025CRD 300672SEC# 801-132612Severna Park, MD
Reg. AUM
$135.5M
Employees
2
Accounts
595
Location
Severna Park, MD
Cassilly Financial Group, LLC assets under management
Cassilly Financial Group, LLC is an SEC-registered investment adviser based in Severna Park, MD. The firm has been registered since 2025. It reports $135.5 million in regulatory assets under management and employs 2 people.
Cassilly Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frederick Nelson Cassilly Control | Managing Member/Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Cassilly Financial Group, LLC manage?
Cassilly Financial Group, LLC reports $135.5 million in regulatory assets under management on its Form ADV.
How many employees does Cassilly Financial Group, LLC have?
Cassilly Financial Group, LLC reports 2 employees.
Where is Cassilly Financial Group, LLC located?
Cassilly Financial Group, LLC is based in Severna Park, MD and has been SEC-registered since 2025.
Does Cassilly Financial Group, LLC disclose fund performance?
Cassilly Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 572 Baltimore Annapolis Blvd, Severna Park, MD 21146 |
| Phone | 410-793-5210 |
| Fax | 410-793-5369 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2090777 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$135.5M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$135.5Mregulatory AUM
Discretionary $135MNon-discretionary $528K