Cassedy Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$241,255,300
Clients
175
Advisors
3
of 4 employees
About
Cassedy Financial Group, Inc. advises high‑net‑worth families and individual clients and also works with corporations, trusts, pension plans, and plan fiduciaries. The firm provides discretionary and non‑discretionary asset management as well as financial and consulting services, including guidance on retirement‑plan rollovers and plan‑level advice.
CFG builds bespoke portfolios using fundamental analysis (with occasional technical input) and implements asset‑allocation, diversification, and systematic rebalancing across mutual funds, ETFs, fixed income, and cash equivalents. The firm also offers management of held‑away defined‑contribution and similar accounts through a third‑party platform that permits periodic allocation review and rebalancing without transfer authority.
Distinctive for a three‑advisor firm managing about $248 million in regulatory AUM, CFG routinely provides pension‑plan consulting and participant education and conducts due diligence and consulting for issuers of private offerings—activities the firm discloses and manages as potential conflicts of interest. It also offers on‑demand consulting engagements, maintains a stated account minimum (subject to waiver), and uses Charles Schwab as its primary custodian while disclosing the economic benefits of that relationship.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% annually (Equity & Balanced Accounts) $500,001 - $4,000,000: 1.00% annually (Equity & Balanced Accounts) $4,000,001+: 0.75% annually (Equity & Balanced Accounts) $0 - $500,000: 0.75% annually (Fixed Income Accounts) $500,001 - $4,000,000: 0.50% annually (Fixed Income Accounts) $4,000,001+: 0.375% annually (Fixed Income Accounts)
$400 to $500 per hour, depending on complexity
Account minimum: $250,000
Main office
113 South Boulevard
Tampa FL 33606
Advisors at this office
3
Most active in
Florida · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Eric L
Series 66
Tampa, FL
Cassedy Financial Group, Inc.
Eric Lam is a financial advisor at Cassedy Financial Group, Inc. in Tampa, FL, with six years of industry experience. He holds a Series 66 designation and has previous experience at First Allied Securities, Inc. Outside of his advisory role, he provides notary services on a limited basis. Cassedy Financial Group, Inc. advises high-net-worth families, individuals, corporations, trusts, pension plans, and plan fiduciaries. The firm offers discretionary and non-discretionary asset management along with consulting services, employing fundamental analysis and systematic rebalancing to build customized portfolios.
Cameron C
Series 63, Series 66
Tampa, FL
Cassedy Financial Group, Inc.
Cameron Cassedy is a financial advisor at Cassedy Financial Group, Inc. in Tampa, FL, with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group and First Allied Advisory Services. Outside of his advisory work, Cassedy serves as a board member of the Davis Island Civic Association, a trustee of the Tampa Bay History Center Foundation, and treasurer on the executive board of the Club of Tampa. Cassedy Financial Group, Inc. advises high-net-worth individuals, families, corporations, trusts, and pension plans, providing discretionary and non-discretionary asset management along with financial and consulting services. The firm constructs customized portfolios using fundamental and occasional technical analysis and manages held-away defined-contribution accounts through a third-party platform.
Thomas C
Series 63, Series 65
Tampa, FL
Cassedy Financial Group, Inc.
Thomas Cassedy is a financial advisor with Cassedy Financial Group, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has worked with First Allied Advisory Services and its affiliates for over two decades and has been with Cassedy Financial Group for a combined total of 31 years. He serves on the board of the endowment for St. John's Episcopal Church and St. John's Episcopal Day School. Cassedy Financial Group, Inc. advises high-net-worth families, individual clients, corporations, trusts, and pension plans, offering discretionary and non-discretionary asset management along with financial and consulting services. The firm builds customized portfolios using fundamental analysis and provides pension-plan consulting, private offering due diligence, and participant education.
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