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| Cascades Capital Asset Management LLC
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|---|---|
| CRD # | 167102 |
| SEC # | 801-113166 |
| CIK # | 0002035512 |
| AUM | 383.3 M (2026-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 336-404-4746 |
| Address | 1840 Pembroke Road Greensboro, NC 27408 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.1 | ||
| Microsoft Corp | 9.8 | ||
| Nvidia Corp | 9.6 | ||
| Alphabet Inc | 5.8 | ||
| Facebook Inc | 2.5 | ||
| Lilly Eli & Co | 2.4 | ||
| SPDR Gold Trust | 2.3 | ||
| UnitedHealth Group Inc | 2.1 | ||
| J P Morgan Chase & Co | 2.0 | ||
| First Bancorp /NC/ | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 64.1 |
| (b) Individuals (high net worth individuals) | 84 | 276.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 37.0 |
| (h) Charitable organizations | 6 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 733 | 383.3 |
| By Discretionary | ||
| Discretionary | 718 | 346.3 |
| Non-Discretionary | 15 | 37.0 |
| Total | 733 | 383.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.3 | |
| Total | 733 | 383.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002035512] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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383.9 M | |
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Spartan Planning & Wealth Management LLC
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Arcadia Wealth Management Inc
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|
Keating Investment Counselors Inc
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Capital Management LLC
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|
One One Wealth Management LLC
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|
Accent Capital Management LLC
✚
|
OH | 382.7 M |
|
Proctor Financial Inc
✚
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MA | 382.3 M |
|
Red Tortoise LLC
✚
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GA | 382.3 M |