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Cascades Capital Asset Management, LLC
Cascades Capital Asset Management, LLC is an independently owned investment advisory firm founded in 2013, headquartered in Greensboro, North Carolina. The firm offers tailored investment counsel and wealth management services to individuals, families, trusts, and small businesses. Cascades Capital leverages technology and strategic alliances to provide cost-efficient, comprehensive wealth management solutions. As of 2025, the firm has 3 employees, all engaged in investment advisory roles.
Investment Strategy
Cascades Capital Asset Management adopts a personalized investment approach, focusing on delivering comprehensive wealth management solutions to individuals (including high net worth individuals), trusts, and small businesses, with an emphasis on cost efficiency and broad investment selection. The firm leverages technology to reduce fee layers and create value relative to larger investment managers. Investment strategies are built collaboratively with clients’ broader advisor teams, with a commitment to objective, client-focused counsel.
Latest 13F Filing Activity
Cascades Capital Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 133 equity positions with a total 13F market value of $194M. The fund increased holdings in Vanguard Dividend Appreciation Etf, I Shares Msci USA Minimum Volatilty, Vanguard International Divdend Etf among other positions. Cascades Capital Asset Management, LLC reduced exposure to Wisdomtree Us Quality Dividend, Vanguard S&P 500 Value, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard S&P 500 ETF | 10.42% | $20.3M | 35,685 | $527.67 | $568.03 | -$898.8K |
V VIG | Vanguard Dividend Appreciation ETF | 9.28% | $18.1M | 88,225 | $198.59 | $204.67 | +$3.5M |
M MSFT | Microsoft Corp | 6.63% | $12.9M | 25,927 | $430.19 | $497.41 | +$2.6M |
V VOOV | Vanguard S&P 500 Value | 6.37% | $12.4M | 65,663 | $190.71 | $188.71 | -$2.1M |
A AAPL | Apple Inc | 4.64% | $9.0M | 43,999 | $233.00 | $205.17 | -$1.3M |
Industry Allocation
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