C
Cascio Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,164,119
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$175,784
About
The firm is a single-advisor independent registered investment adviser that provides ongoing portfolio management to individuals, high-net-worth individuals, and, unusually for a solo independent adviser, corporations and business entities. Services include preparing an investment policy statement, asset allocation and security selection, and regular portfolio monitoring across mutual funds, ETFs, equities, fixed income and insurance products including annuities and TIPS.
The adviser applies modern portfolio theory and a long-term trading approach to tailor portfolios to each client’s goals, time horizon and documented risk tolerance, and generally seeks discretionary authority to implement investment decisions. Accounts are reviewed at least quarterly and clients receive custodial account reports; the firm limits its advice to commonly used instruments while employing ETFs (including precious-metal ETFs) and fixed income for diversification.
Distinctive features include the firm’s service to corporate or business clients, a client type that is uncommon among independent solo advisers, and a requirement that clients custody assets at a specified broker-dealer (Interactive Brokers). The principal is also a licensed insurance agent and may offer commissionable insurance or annuity products — a conflict of interest the firm discloses and documents — and the firm may receive research or other benefits from custodians under soft-dollar arrangements.
Client services
Portfolio management
Expertise
Annuities
Fee options
$0 - $1,000,000: 1.25% $1,000,001+: 0.90%
Main office location
Cascio Wealth Management
Sea Girt NJ, United States
Number of offices
1
Most active in
Cascio Wealth Management has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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