Wealth Manager
    SEC Registered
    Manages Private Funds

    Cassaday & Company, Inc.

    Registered investment advisor · McLean, Virginia · CRD #317672

    Assets Under Management
    $7.1B
    Client Accounts
    3,267
    Employees
    97
    CRD Number
    317672
    Registration
    SEC Registered
    Custodian
    Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cassaday & Company, Inc.

    Cassaday & Company, Inc. is an independent wealth management firm based in McLean, Virginia, founded in 1993 by Stephan Q. Cassaday. The firm specializes in comprehensive financial planning, investment management, retirement planning, and tax management for individuals and families across the United States. With over $7 billion in assets under management, Cassaday & Company serves 3,188 households and employs a team of 91 professionals. The firm is committed to providing objective and impartial

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Cassaday & Company, Inc.'s AUM?

    Cassaday & Company, Inc. reports approximately $7.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cassaday & Company, Inc. headquartered?

    Cassaday & Company, Inc. is headquartered in McLean, Virginia.

    What is Cassaday & Company, Inc.'s CRD number?

    Cassaday & Company, Inc.'s CRD number is 317672. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cassaday & Company, Inc. manage?

    Cassaday & Company, Inc. manages approximately 3,267 client accounts according to its latest SEC filing.

    Is Cassaday & Company, Inc. SEC registered?

    Yes, Cassaday & Company, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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