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CASSADAY & COMPANY, INC.

MCLEAN, VA · CRD 317672 · IAPD ↗ · 703-506-8200

$7.14BRegulatory AUM
32Advisory reps
97Employees
0Clients
1-10Planning clients
0Private funds
39States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — CASSADAY & COMPANY, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2025 — CASSADAY & COMPANY, INC. grew from 27 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
78
April 2024 — CASSADAY & COMPANY, INC. grew from 19 to 27 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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