CASSILLY FINANCIAL GROUP, LLC
Legal name: CASSILLY FINANCIAL
CRD #300672 SEC #801-132612 SEVERNA PARK, MD 410-793-5210
SEC Registered Disclosures
Total AUM
$103.2M
Discretionary
$101.8M
Employees
2
Clients
101
Accounts
643
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASSILLY, FREDERICK, NELSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASSILLY, FREDERICK, NELSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASSILLY, FREDERICK, NELSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASSILLY, FREDERICK, NELSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASSILLY, FREDERICK, NELSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASSILLY, FREDERICK, NELSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 25, 2025 REGISTERED
Notice Filings (4)
FL MD TX VA
Address
572 BALTIMORE ANNAPOLIS BLVDSEVERNA PARK, MD 21146
United States
Phone: 410-793-5210