# Cassilly Financial

Cassilly Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://cassillyfinancial.com

## Regulatory record

- **CRD number:** 300672
- **SEC file number:** 801-132612
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300672

## About

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.

## Questions

### 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.

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Last updated: 2026-07-06T01:24:13.754Z

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