# Cassedy Financial Group

Cassedy Financial Group is a RIA based in Tampa, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** Tampa, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** cassedyfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/cassedy-financial-group

## Regulatory record

- **CRD number:** 111446
- **SEC file number:** 801-121550
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111446

## About

Cassedy Financial Group was established in 1996 as a wealth manager and registered investment advisor. It is based in Tampa, Florida. The firm delivers investment advisory services that include asset management and financial planning. It serves individuals, high-net-worth individuals and families, and other entities. No additional offices, team size, or recent operational events from the last 24 months are recorded in available sources.

## Questions

### What services does Cassedy Financial Group provide?

The firm offers investment advisory services, asset management, and financial planning.

### Who does Cassedy Financial Group advise?

It advises individuals, high-net-worth individuals and families, and other entities.

### Where is Cassedy Financial Group based?

The firm is based in Tampa, Florida.

### When was Cassedy Financial Group founded?

It was established in 1996.

## Related profiles

- [Cassandra Capital](https://altss.com/profile/cassandra-capital)
- [Cassia Capital Partners](https://altss.com/profile/cassia-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cassedy-financial-group

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