CADE Group, Inc.

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Client assets under management

$55,800,000

Clients

31% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$785,915

About

Cade Group, Inc. serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and certain government entities. The firm provides portfolio management through wrap programs, modular financial planning, and pension/retirement consulting for employee benefit plans.

The firm works with clients to define objectives and risk tolerances, then helps select managers, strategies, or disciplines within Raymond James' Ambassador and Freedom wrap programs; once selected, Raymond James or other subadvisers are appointed as discretionary managers. Cade Group uses a mix of analytical approaches (including fundamental and technical analysis and modern portfolio theory) and offers both ongoing discretionary management and consultative planning engagements.

Compared with peers, Cade Group is notable for advising state and municipal clients and providing ERISA-plan pension consulting, client types that are statistically uncommon for similar supported firms. It is also affiliated with an insurance agency and its advisors are registered representatives of Raymond James, so clients may encounter intertwined advisory, brokerage, and insurance relationships and referral arrangements tied to the Raymond James platform.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Annuities Options & derivatives strategies

Occupation focus

Executive

Fee options

Fixed

Financial planning fixed fee of $3,000 (may vary by complexity)

Percentage

$0 - $1,000,000: 2.25% $1,000,000 - $2,000,000: 2.00% $2,000,000 - $5,000,000: 1.75% $5,000,000 - $10,000,000: 1.50% $10,000,000+: 1.25%

Commissions

Advisors earn commissions as registered representatives on securities and insurance products separately from advisory fees.

Project-based

Modular financial planning and consulting services at negotiable hourly fee of $250

Other

Account minimum: $25,000 Fee-only: Financial planning: $3,000 base fixed fee (50% retainer), modular/consulting services at $250/hour (negotiable)

Main office location

CADE Group, Inc.

10293 North Meridian Street, Suite 265

Carmel IN 46290-1140, United States

Number of offices

Most active in

Indiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

317-848-7110

Advisors at this firm

James J

Series 63, Series 66

Carmel, IN

CADE Group, Inc.

James Johnson is a financial advisor with CADE Group, Inc. in Carmel, Indiana, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with CADE Group since 2000 and also operates James Johnson Insurance Services, which he has managed since 1988. CADE Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, and institutional clients, including government entities. The firm offers financial planning, portfolio management through wrap programs, and pension consulting, utilizing a variety of analytical methods and tailoring portfolios to client objectives and risk tolerance.

Retirement income strategy Annuities Options & derivatives strategies Executive

Mark C

CFP®, Series 63

Carmel, IN

CADE Group, Inc.

Mark Cade is a CFP® with 42 years of industry experience, currently serving as President and Advisor at CADE Group, Inc. since 1997. He has a long tenure with Raymond James Financial Services dating back to 2003 and has been involved in employee benefits through Cade & Lee since 2010. CADE Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, and institutional clients, offering financial planning, portfolio management through wrap programs, and retirement consulting. The firm employs a variety of analytical methods to tailor portfolios and delivers investment management primarily via subadvisory arrangements with Raymond James & Associates.

Retirement income strategy Annuities Options & derivatives strategies Executive

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