Cassaday & Co. Wealth Management LLC
Cassaday & Co Wealth Management LLC is a registered investment adviser headquartered in McLean, Virginia. Founded in 1993, the firm specializes in comprehensive financial planning and investment management for individuals and families, emphasizing objective, impartial advice, and fiduciary responsibility. In January 2022, Cassaday joined Focus Financial Partners but retained operational independence, its culture, and its established brand. The firm is recognized for its workplace culture, employee development, and commitment to excellence in service. According to public sources, it has received numerous industry accolades, including repeated top advisor rankings in Virginia.
Investment Strategy
Cassaday & Co Wealth Management LLC provides comprehensive financial planning and investment management services, aiming to simplify and integrate clients' wealth management. Their strategy centers on impartial, objective advice with a strong commitment to fiduciary standards, avoiding proprietary products or ties to large banks, insurance companies, or Wall Street firms. Investment recommendations are tailored to clients' unique situations, with a focus on long-term asset allocation and risk management, designed to help individuals and families be responsible stewards of their wealth.
Top Holdings
Equity Positions (330)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 34.25% | $1.37B | 3,737,341 | $187.78 | $366.17 | +$279.6M |
I IWP | ISHARES TR | 7.32% | $292.6M | 2,110,082 | $86.24 | $138.68 | +$44.1M |
I IWO | ISHARES TR | 6.45% | $257.6M | 901,004 | $221.52 | $285.86 | +$30.6M |
V VGLT | VANGUARD SCOTTSDALE FDS | 6.12% | $244.5M | 4,356,556 | $60.10 | $56.12 | +$26.6M |
G GLDM | WORLD GOLD TR | 5.59% | $223.2M | 3,406,349 | $52.13 | $65.52 | -$131.3M |