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CASSILLY FINANCIAL

SEVERNA PARK, MD · CRD 300672 · IAPD ↗ · cassillyfinancial.com · 410-793-5210

$135.5MRegulatory AUM
2Advisory reps
2Employees
4Clients
101-250Planning clients
0Private funds
4States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — CASSILLY FINANCIAL reported RAUM up 31% ($103.2M -> $135.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2025 — CASSILLY FINANCIAL (SEVERNA PARK, MD) is newly SEC-registered with $103.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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