C

Cademuir Wealth Management

Updated today

Client assets under management

$0

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

About

Cademuir Wealth Management provides asset management and advisory services to retirement plans, pension and profit‑sharing plans, trusts, small businesses, and similar institutional clients, and also offers financial planning and recommendations for third‑party managers. The firm operates with a two‑advisor team and, per its Form ADV, reported no assets under management as of December 31, 2025.

The firm describes a fiduciary approach that tailors portfolios to clients’ objectives and risk tolerances, using methods such as fundamental analysis and modern portfolio theory and offering both discretionary and non‑discretionary arrangements. For plan sponsors, Cademuir may serve as a limited‑scope ERISA 3(21) advisor, assist with investment policy development and monitoring, and provide participant education and group enrollment meetings.

What distinguishes the firm from many peers is its combination of pension consulting and participant education with insurance brokerage activity: principals are licensed insurance agents who spend a material portion of their time on insurance services and may receive commissions, and the firm discloses it may receive referral fees for recommending third‑party managers. The brochure notes these practices as potential conflicts of interest that the firm says it addresses through disclosures, policies, and its fiduciary obligations.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Options & derivatives strategies

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning services offered as fixed fees between $0 and $15,000 based on complexity and client needs.

Percentage

$0 - $499,999.99: 1.25% $500,000 - $1,999,999.99: 1.00% $2,000,000 - $2,999,999.99: 0.75% $3,000,000 - $4,999,999.99: 0.50% $5,000,000+: 0.25%

Commissions

Investment Advisor Representatives are licensed insurance agents and receive commissions on insurance products sold.

Project-based

Financial planning services may be provided at an hourly rate as agreed upon in the financial planning contract.

Other

Fee-only: Financial planning fees range from $0 to $15,000; charged as flat fees or hourly rates as agreed in the contract.

Main office location

Cademuir Wealth Management

Strongsville OH, United States

Number of offices

1

Most active in

Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Curtis L

Series 63, Series 65

Strongsville, OH

Cademuir Wealth Management

Curtis Lindsay is a financial advisor with Cademuir Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms including Westpoint Wealth Management and Ameritas Investment Corp. Outside of advisory services, he is actively involved in selling life, disability, annuities, and long-term care insurance. Cademuir Wealth Management is a single-advisor registered investment adviser that offers discretionary and non-discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves pensions, profit-sharing and other retirement plans, trusts, small businesses, and individual clients, using fundamental analysis and modern portfolio theory to tailor portfolios and provide participant education and pension consulting.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Chad S

Series 65

Strongsville, OH

Cademuir Wealth Management

Chad Squires is a financial advisor at Cademuir Wealth Management in Strongsville, OH, holding a Series 65 designation with over nine years of experience including roles at AML Right Source and MAI Capital Management. He has been with Cademuir Wealth Management since 2026. Cademuir Wealth Management serves retirement plans, trusts, small businesses, and institutional clients with asset management and advisory services, employing a fiduciary approach that incorporates fundamental analysis and modern portfolio theory. The firm offers both discretionary and non-discretionary arrangements and combines pension consulting and participant education with insurance brokerage services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
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