Cassaday & Company, INC.
Mclean, VA·SEC-registered · CRD #317672
Cassaday & Company, INC. is an SEC-registered investment advisory firm in Mclean, VA managing $7.1B across 3.3k client accounts, with 32 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.1B
Client accounts
3.3k
Advisory staff
32
Fee model
Fee-only
How Cassaday & Company, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Cassaday & Company, INC.
How much does Cassaday & Company, INC. manage?
Per its most recent SEC Form ADV filing (03/09/2026), Cassaday & Company, INC. reports $7.1B in regulatory assets under management across roughly 3.3k client accounts.
How does Cassaday & Company, INC. charge?
Cassaday & Company, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cassaday & Company, INC. a fiduciary?
Yes. Cassaday & Company, INC. is registered with the U.S. Securities and Exchange Commission (CRD #317672), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cassaday & Company, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cassaday & Company, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Mclean, VA
Profile compiled from Cassaday & Company, INC.'s public SEC Form ADV filing (CRD #317672, filed 03/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cassaday & Company, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cassaday & Company, INC.? Claim this profile.