RIA Intel›Advisers›Ohio›CASSADY SCHILLER WEALTH MANAGEMENT, LLC

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

Advisory

N·CINCINNATI, OH

Data as of Jun 10, 2024 · Source: SEC Form ADV

Total AUM

$517M

1-Year AUM Growth

+25.0%

3-Year CAGR

+11.8%

Employees

8

Assets Under Management

Total AUM$517M

Discretionary AUM$479M

Non-Discretionary AUM$39M

Discretionary %92.6%

Total Clients—

Team

Total Employees8

Investment Advisers8

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record43

First FilingJun 28, 2007

Latest FilingJun 10, 2024

🔒 Full AUM trend chart and 43 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CASSADY SCHILLER WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.