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Cordatus Wealth Management
Cordatus Wealth Management is an SEC-registered investment adviser in Yardley, PA, registered since 2016. The firm manages $630 million in assets, with $564...
Cordatus Wealth Management
Cordatus Wealth Management is an SEC-registered investment adviser in Yardley, PA, registered since 2016. The firm manages $630 million in assets, with $564 million on a discretionary basis. It has 6 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
Location
Region
North America
Country
United States
City
Yardley
Corporate office
Yardley, PA, United States
Principals
Stephen D. Cassaday
Founder & Chairman
Bradley K. Barber
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Cordatus Wealth Management?
Investment strategy is set by the firm's leadership team, with founder Stephen Cassaday serving as Chairman and Bradley Barber as CEO. The firm's investment committee oversees asset allocation and external manager selection, drawing on internal research rather than a home-office model. This preserves a single layer of fiduciary accountability to clients.
Is Cordatus structured as a brokerage or a fiduciary advisory?
Cordatus operates exclusively as a registered investment advisor under a fiduciary standard. The firm is fee-only, meaning it does not accept commissions, sell proprietary products, or receive revenue-sharing payments from fund managers. This structure removes the conflict between product distribution and advice that exists in broker-dealer models.
Does Cordatus use in-house investment products or third-party managers?
The firm selects third-party active managers and passive index vehicles for client portfolios. It does not manufacture its own mutual funds or ETFs. Manager selection emphasizes strategies with high active share, low turnover, and long-tenured portfolio management teams. The firm also allocates to private alternative investments where client suitability permits.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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