CASSILLY FINANCIAL GROUP, LLC
DBA: CASSILLY FINANCIAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $135.5M |
| Discretionary | $135.0M100% of AUM |
| Non-Discretionary | $528K |
| Client Accounts | 595 |
| Avg Account Size | $228K |
| Employees | 2 |
| Peak AUM | $135.5MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $136M | +31.4% | — | — | |
| Discretionary AUM | $135M | ||||
Key Metrics
| Total AUM | $135.5M |
| Discretionary | $135.0M |
| Employees | 2 |
| Client Accounts | 595 |
| Client Range | 101-250 |
Contact & Location
Address
572 BALTIMORE ANNAPOLIS BLVD
SEVERNA PARK MD 21146
Phone
410-793-5210
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$135M
99.6% of AUM
Non-Discretionary
$528,443
0.4% of AUM
Disc. mix ▲ 0.9pp 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
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution