CACHETECH INC.
DBA: CACHETECH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $547.4M |
| Discretionary | $547.4M100% of AUM |
| Client Accounts | 1,845 |
| Avg Account Size | $297K |
| Employees | 7 |
| Peak AUM | $671.7MMar 2025 |
| AUM CAGR | +3.3% /yrover 3 yrs · 9 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $547M | 18.5% | +3.3% | — | |
| Discretionary AUM | $547M | ||||
Key Metrics
| Total AUM | $547.4M |
| Discretionary | $547.4M |
| Employees | 7 |
| Client Accounts | 1845 |
| Client Range | 0 |
Contact & Location
Address
701 S MAIN ST
LOGAN UT 84321
Phone
435-752-1702
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMHourlyPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$547M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserPension ConsultantLaw Firm