Data / Investment advisers / Virginia / Cassaday & Company, Inc.
Cassaday & Company, Inc., McLean, VA: $7.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cassaday & Company, Inc. is an SEC registered investment adviser with its main office in McLean, Virginia and reports $7.1 billion in regulatory assets under management in its Form ADV filed March 9, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 317672
- SEC file number
- 801-122868
- SEC status
- Approved, effective December 16, 2021
- Legal name
- Cassaday & Co Wealth Management LLC
- Main office
- 8180 Greensboro Drive Suite 1180, McLean, VA 22102
- Phone
- (703) 506-8200
- Regulatory AUM
- $7,138,784,240 in the Form ADV filed March 9, 2026
- Discretionary AUM
- $7,138,784,240
- Accounts
- 3,267
- Employees
- 97, of which 32 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2,017 | $6.71 billion |
| Individuals (other than high net worth individuals) | 1,125 | $286.9 million |
| Charitable organizations | 80 | $83.1 million |
| Pension and profit sharing plans | 34 | $39.5 million |
| Corporations or other businesses | 11 | $24.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $7.14 billion | March 9, 2026 |
| December 1, 2025 | $5.98 billion | April 14, 2025 |
Other advisers in McLean
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vest Financial LLC | McLean | $51.81 billion | Not listed | adviserinfo.sec.gov |
| Andersen | McLean | $6.35 billion | Not listed | adviserinfo.sec.gov |
| Gladstone Management Corporation | McLean | $4.77 billion | Not listed | adviserinfo.sec.gov |
| Spire Wealth Management, LLC | McLean | $4.51 billion | Not listed | adviserinfo.sec.gov |
| Bogart Wealth, LLC | McLean | $3.19 billion | Not listed | adviserinfo.sec.gov |
| West Financial Services, Inc. | McLean | $2.84 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in McLean, VA
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cassaday & Company, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.