← Tributary

CASSEDY FINANCIAL GROUP, INC.

TAMPA, FL · CRD 111446 · IAPD ↗ · cassedyfinancialgroup.com · 813-251-0004

$248.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — CASSEDY FINANCIAL GROUP, INC. reported RAUM up 34% ($165.8M -> $222.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — CASSEDY FINANCIAL GROUP, INC. now reports custody of client assets ($10.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.