# Cordatus Wealth Management

Cordatus Wealth Management is a Bank / Wealth / Trust based in Yardley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Yardley, United States
- **Region:** North America
- **Address:** Yardley, PA, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** www.cordatuswealth.com
- **LinkedIn:** https://www.linkedin.com/company/cordatus-wealth-management-llc

## Regulatory record

- **CRD number:** 282871
- **SEC file number:** 801-107770
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282871

## About

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.

## Sectors

- Private Wealth Management

## People

- Stephen D. Cassaday — Founder & Chairman
- Bradley K. Barber — CEO

## 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.

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- [Cope Connelly](https://altss.com/profile/cope-connelly)
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Last updated: 2026-06-03T20:00:00.000Z

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