RIA Intel›Advisers›Florida›CASSANDRA SMALLEY LLC

CASSANDRA SMALLEY LLC

Advisory

FL

Data as of Jan 13, 2026 · Source: SEC Form ADV

Rank in FL

#1,753

of 2,610 advisers by AUM

Average account

$307K

across 119 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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