Cassilly Financial

Registered investment adviser · Severna Park, MD · CRD #300672

Form ADV data as of 2026-09-01

Regulatory assets

$135.5 million

Total accounts

595

Employees

Disclosure events

Firm details

Website: https://www.cassillyfinancial.com
Telephone: 410-793-5210
SEC file number: 801-132612
Most recent Form ADV filing: 2026-02-27
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Charged with an investment-related misdemeanor (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$135.0 million
Non-discretionary regulatory assets under management	$528,443
Total regulatory assets under management	$135.5 million
Discretionary accounts	587
Non-discretionary accounts	8
Total accounts	595
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	2
Employees performing investment advisory functions (including research)	2
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	2
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	1
Firms or persons who solicit advisory clients on the firm's behalf	1

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	3

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Other business activities

Insurance broker or agent

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	88	$21.5 million
High net worth individuals	96	$112.9 million
Corporations or other businesses not listed above	4	$1.1 million