Cassaday & Company, Inc.

Overview

Cassaday & Company, Inc. is an SEC registered investment adviser based in McLean, VA, registered since 2021. It reports $7.1B in assets under management across 3,267 accounts, with 97 employees. It has 47 investment adviser representatives.

Reported AUM

$7.1B

Discretionary

100%

Accounts

3,267

Average account

$2.2M

Employees

97

Advisory reps

47

Registered since

2021

Jurisdictions

39

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 5

• Stephan Quinn Cassaday President CRD 849097
• Christopher Anthony Krell Principal CRD 3035634
• Christopher Michael Young Principal CRD 4345377

2 more executive officers, with direct contact details

Advisory reps 3 of 47

• Carmen Ioana Bississo Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4683854
• Robert Wayne Blankenship Registered Rep · Investment Adviser Rep CRD 7161765
• Matthew Wilson Blunt Registered Rep · Investment Adviser Rep CRD 6956695

44 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8180 Greensboro Dr Ste 1180
McLean, VA 22102

County

Fairfax

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 39 jurisdictions
• Website: focusfinancialpartners.com

Every state, with registration dates

Similar firms near McLean

• Vest Financial LLCMcLean, VA$51.8B AUM
• AndersenMcLean, VA$6.3B AUM
• Gladstone Management CorporationMcLean, VA$4.8B AUM
• Spire Wealth Management, LLCMcLean, VA$4.5B AUM
• Bogart Wealth, LLCMcLean, VA$3.2B AUM