RIA Intelligence

CASCADES CAPITAL ASSET MANAGEMENT, LLC

CRD #167102 SEC #801-113166 GREENSBORO, NC 336-404-4746
SEC Registered
Total AUM
$322M
Discretionary
$292.3M
Employees
3
Clients
11
Accounts
691

AUM Over Time

DateNov 2025
Total AUM$322M
Discretionary$292.3M
Non-Disc.$29.6M
Employees3
Clients0
DateMar 2025
Total AUM$322M
Discretionary$292.3M
Non-Disc.$29.6M
Employees3
Clients0
DateMar 2024
Total AUM$267.7M
Discretionary$243.8M
Non-Disc.$23.9M
Employees3
Clients0
DateMar 2024
Total AUM$267.7M
Discretionary$243.8M
Non-Disc.$23.9M
Employees3
Clients0
DateMar 2023
Total AUM$218.6M
Discretionary$197.9M
Non-Disc.$20.7M
Employees3
Clients0
DateJan 2023
Total AUM$214.8M
Discretionary$194.4M
Non-Disc.$20.4M
Employees3
Clients0
DateJul 2022
Total AUM$214.8M
Discretionary$194.4M
Non-Disc.$20.4M
Employees3
Clients0
DateMar 2022
Total AUM$214.8M
Discretionary$194.4M
Non-Disc.$20.4M
Employees4
Clients0
DateMar 2021
Total AUM$190.6M
Discretionary$165.8M
Non-Disc.$24.8M
Employees3
Clients0
DateJul 2020
Total AUM$147.3M
Discretionary$133.4M
Non-Disc.$14M
Employees3
Clients0
DateJun 2020
Total AUM$147.3M
Discretionary$133.4M
Non-Disc.$14M
Employees3
Clients0
DateMar 2020
Total AUM$147.3M
Discretionary$133.4M
Non-Disc.$14M
Employees3
Clients0
DateOct 2019
Total AUM$115.5M
Discretionary$105M
Non-Disc.$10.5M
Employees3
Clients0
DateMay 2019
Total AUM$115.5M
Discretionary$105M
Non-Disc.$10.5M
Employees3
Clients0
DateMar 2019
Total AUM$115.5M
Discretionary$105M
Non-Disc.$10.5M
Employees3
Clients0
DateMar 2019
Total AUM$115.5M
Discretionary$105M
Non-Disc.$10.5M
Employees3
Clients0
DateOct 2018
Total AUM$101.1M
Discretionary$98.9M
Non-Disc.$2.2M
Employees2
Clients0
DateMay 2018
Total AUM$101.1M
Discretionary$98.9M
Non-Disc.$2.2M
Employees2
Clients0
DateApr 2018
Total AUM$101.1M
Discretionary$98.9M
Non-Disc.$2.2M
Employees2
Clients0
DateApr 2018
Total AUM$101.1M
Discretionary$98.9M
Non-Disc.$2.2M
Employees2
Clients0