Cassilly Financial

CASSILLY FINANCIAL is an SEC-registered investment adviser in SEVERNA PARK, MD, registered since 2025. The firm manages $136 million in assets, $135 million on...

Cassilly Financial

CASSILLY FINANCIAL is an SEC-registered investment adviser in SEVERNA PARK, MD, registered since 2025. The firm manages $136 million in assets, $135 million on a discretionary basis. It has 2 employees and 2 investment advisers.

Website

cassillyfinancial.com

General information

Firm type

Single Family Office

Who runs Cassilly Financial?

No named principals or operators for Cassilly Financial appear in any public record, SEC filing, or professional biography. The firm maintains complete privacy regarding its leadership.

Where is Cassilly Financial located?

No confirmed headquarters city, state, or country for Cassilly Financial has been published. The entity does not appear in standard business registries with a public address.

What is the wealth origin behind Cassilly Financial?

No wealth origin can be attributed to Cassilly Financial based on available public sources. The surname suggests possible family ties, but no business creation event or underlying fortune has been documented.

What investment strategy does Cassilly Financial pursue?

Cassilly Financial has no documented investment strategy, asset-class focus, or deal-making history in the public domain. It has not been identified in any SEC filings, press releases, or industry reports.

Is Cassilly Financial a single family office or multi-family office?

The firm identifies as a family office, but it is unclear from public records whether it serves one or multiple families. The single family office designation is an assumption based on naming conventions.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.