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| Happy Holidays!! thanks for using AUM13F!! |
| Cassaday & Co Wealth Management LLC
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| CRD # | 317672 |
| SEC # | 801-122868 |
| CIK # | 0001963612 |
| AUM | $6.0 B (2025-04-14) |
| Employees | 84 (38% Investors, 46% Brokers) |
| Phone | 703-506-8200 |
| Address | 8180 Greensboro Drive Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001963612 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| World Currency Gold Trust | 0.2 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| Barclays Bank PLC | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Marriott International Inc /MD/ | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| PepsiCo Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,170 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,871 | 5.6 |
| (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 | 35 | 0.0 |
| (h) Charitable organizations | 68 | 0.1 |
| (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 | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,155 | 6.0 |
| By Discretionary | ||
| Discretionary | 3,155 | 6.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,155 | 6.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.0 | |
| Total | 3,155 | 6.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001963612] |
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|---|---|---|
|
Key Investment Services LLC
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OH | 6.1 |
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Maple-Brown Abbott Limited
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6.1 | |
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Hays Financial Group LLC
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Promanage LLC
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Alphacore Capital LLC
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CA | 6.1 |
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Global Alpha Capital Management Ltd
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6.0 | |
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Wealthcare Advisory Partners LLC
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PA | 6.0 |
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Harbor Investment Advisory LLC
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|
MD | 6.0 |
|
International City Management Association Retirement Corporation
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|
DC | 6.0 |
|
Badgley Phelps Wealth Managers LLC
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WA | 5.9 |