LP Profile

Cassedy Financial Group

Also known as cassedy financial

Wealth ManagerTampa, United StatesFounded 1996
Tampa
Headquarters
Investment Focus

About Cassedy Financial Group

Cassedy Financial Group is a wealth manager based in Tampa, US. Founded in 1996.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Cassedy Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$248.4M
Total Clients
459
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Cassedy Financial Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Cassedy Financial Group?

Cassedy Financial Group is a wealth manager based in Tampa, United States.

Where is Cassedy Financial Group headquartered?

Cassedy Financial Group is headquartered in Tampa, United States.

When was Cassedy Financial Group founded?

Cassedy Financial Group was founded in 1996.

How can I contact Cassedy Financial Group?

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