CASSADY SCHILLER WEALTH MANAGEMENT, LLC
CRD #129113 SEC #801-110201 CINCINNATI, OH 513-483-6652
SEC Registered
Total AUM
$517.4M
Discretionary
$478.9M
Employees
8
Clients
251
Accounts
900
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2024 | $517.4M | $478.9M | $38.5M | 8 | 1 |
| May 2024 | $517.4M | $478.9M | $38.5M | 8 | 1 |
| Mar 2024 | $517.4M | $478.9M | $38.5M | 9 | 1 |
| Mar 2023 | $413.8M | $376.4M | $37.5M | 9 | 0 |
| Oct 2022 | $425M | $385M | $40M | 8 | 1 |
| Apr 2022 | $425M | $385M | $40M | 8 | 1 |
| Mar 2022 | $425M | $385M | $40M | 8 | 1 |
| Dec 2021 | $360.8M | $329.7M | $31.1M | 8 | 8 |
| Oct 2021 | $360.8M | $329.7M | $31.1M | 6 | 8 |
| Mar 2021 | $360.8M | $329.7M | $31.1M | 6 | 8 |
| Feb 2021 | $310.2M | $277.5M | $32.7M | 6 | 1 |
| Feb 2021 | $310.2M | $277.5M | $32.7M | 6 | 1 |
| Dec 2020 | $310.2M | $277.5M | $32.7M | 6 | 1 |
| Oct 2020 | $310.2M | $277.5M | $32.7M | 7 | 1 |
| Sep 2020 | $310.2M | $277.5M | $32.7M | 6 | 1 |
| Jun 2020 | $310.2M | $277.5M | $32.7M | 5 | 1 |
| Jun 2020 | $310.2M | $277.5M | $32.7M | 6 | 1 |
| Mar 2020 | $310.2M | $277.5M | $32.7M | 6 | 1 |
| Mar 2020 | $243.6M | $220M | $23.7M | 6 | 2 |
| Aug 2019 | $243.6M | $220M | $23.7M | 6 | 2 |
| Jun 2019 | $243.6M | $220M | $23.7M | 5 | 2 |
| Mar 2019 | $243.6M | $220M | $23.7M | 6 | 2 |
| Mar 2019 | $243.6M | $220M | $23.7M | 6 | 2 |
| Feb 2019 | $204.6M | $191.1M | $13.5M | 6 | 2 |
| Jan 2019 | $204.6M | $191.1M | $13.5M | 6 | 2 |
| May 2018 | $204.6M | $191.1M | $13.5M | 6 | 2 |
| May 2018 | $204.6M | $191.1M | $13.5M | 6 | 2 |
| Mar 2018 | $204.6M | $191.1M | $13.5M | 6 | 2 |
| Mar 2018 | $204.6M | $191.1M | $13.5M | 6 | 2 |
| Jan 2018 | $194M | $187M | $7M | 6 | 1 |
| Sep 2017 | $136.2M | $136.2M | $0 | 5 | 185 |
| Sep 2017 | $136.2M | $136.2M | $0 | 5 | 185 |
| May 2017 | $136.2M | $136.2M | $0 | 5 | 185 |
| Apr 2017 | $136.2M | $136.2M | $0 | 5 | 185 |
| Mar 2017 | $136.2M | $136.2M | $0 | 5 | 185 |
| Mar 2012 | $62.2M | $57.2M | $5M | 1 | 120 |
| Feb 2012 | $62.2M | $57.2M | $5M | 1 | 120 |
| Mar 2011 | $57.2M | $57.2M | $0 | 5 | -- |
| Aug 2010 | $49.3M | $49.3M | $0 | 5 | -- |
| Mar 2010 | $49.3M | $49.3M | $0 | 5 | -- |
| Mar 2008 | $45.4M | $45.4M | $0 | 5 | -- |
DateJun 2024
Total AUM$517.4M
Discretionary$478.9M
Non-Disc.$38.5M
Employees8
Clients1
DateMay 2024
Total AUM$517.4M
Discretionary$478.9M
Non-Disc.$38.5M
Employees8
Clients1
DateMar 2024
Total AUM$517.4M
Discretionary$478.9M
Non-Disc.$38.5M
Employees9
Clients1
DateMar 2023
Total AUM$413.8M
Discretionary$376.4M
Non-Disc.$37.5M
Employees9
Clients0
DateOct 2022
Total AUM$425M
Discretionary$385M
Non-Disc.$40M
Employees8
Clients1
DateApr 2022
Total AUM$425M
Discretionary$385M
Non-Disc.$40M
Employees8
Clients1
DateMar 2022
Total AUM$425M
Discretionary$385M
Non-Disc.$40M
Employees8
Clients1
DateDec 2021
Total AUM$360.8M
Discretionary$329.7M
Non-Disc.$31.1M
Employees8
Clients8
DateOct 2021
Total AUM$360.8M
Discretionary$329.7M
Non-Disc.$31.1M
Employees6
Clients8
DateMar 2021
Total AUM$360.8M
Discretionary$329.7M
Non-Disc.$31.1M
Employees6
Clients8
DateFeb 2021
Total AUM$310.2M
Discretionary$277.5M
Non-Disc.$32.7M
Employees6
Clients1
DateFeb 2021
Total AUM$310.2M
Discretionary$277.5M
Non-Disc.$32.7M
Employees6
Clients1
DateDec 2020
Total AUM$310.2M
Discretionary$277.5M
Non-Disc.$32.7M
Employees6
Clients1
DateOct 2020
Total AUM$310.2M
Discretionary$277.5M
Non-Disc.$32.7M
Employees7
Clients1
DateSep 2020
Total AUM$310.2M
Discretionary$277.5M
Non-Disc.$32.7M
Employees6
Clients1
DateJun 2020
Total AUM$310.2M
Discretionary$277.5M
Non-Disc.$32.7M
Employees5
Clients1
DateJun 2020
Total AUM$310.2M
Discretionary$277.5M
Non-Disc.$32.7M
Employees6
Clients1
DateMar 2020
Total AUM$310.2M
Discretionary$277.5M
Non-Disc.$32.7M
Employees6
Clients1
DateMar 2020
Total AUM$243.6M
Discretionary$220M
Non-Disc.$23.7M
Employees6
Clients2
DateAug 2019
Total AUM$243.6M
Discretionary$220M
Non-Disc.$23.7M
Employees6
Clients2
DateJun 2019
Total AUM$243.6M
Discretionary$220M
Non-Disc.$23.7M
Employees5
Clients2
DateMar 2019
Total AUM$243.6M
Discretionary$220M
Non-Disc.$23.7M
Employees6
Clients2
DateMar 2019
Total AUM$243.6M
Discretionary$220M
Non-Disc.$23.7M
Employees6
Clients2
DateFeb 2019
Total AUM$204.6M
Discretionary$191.1M
Non-Disc.$13.5M
Employees6
Clients2
DateJan 2019
Total AUM$204.6M
Discretionary$191.1M
Non-Disc.$13.5M
Employees6
Clients2
DateMay 2018
Total AUM$204.6M
Discretionary$191.1M
Non-Disc.$13.5M
Employees6
Clients2
DateMay 2018
Total AUM$204.6M
Discretionary$191.1M
Non-Disc.$13.5M
Employees6
Clients2
DateMar 2018
Total AUM$204.6M
Discretionary$191.1M
Non-Disc.$13.5M
Employees6
Clients2
DateMar 2018
Total AUM$204.6M
Discretionary$191.1M
Non-Disc.$13.5M
Employees6
Clients2
DateJan 2018
Total AUM$194M
Discretionary$187M
Non-Disc.$7M
Employees6
Clients1
DateSep 2017
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees5
Clients185
DateSep 2017
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees5
Clients185
DateMay 2017
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees5
Clients185
DateApr 2017
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees5
Clients185
DateMar 2017
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees5
Clients185
DateMar 2012
Total AUM$62.2M
Discretionary$57.2M
Non-Disc.$5M
Employees1
Clients120
DateFeb 2012
Total AUM$62.2M
Discretionary$57.2M
Non-Disc.$5M
Employees1
Clients120
DateMar 2011
Total AUM$57.2M
Discretionary$57.2M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--