Cassady Schiller Wealth Management is an investment advisor in Cincinnati with $425.03 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
261761853
SEC advisor number
801-110201
FINRA CRD number
129113
AUM ?
$517.41 mm
(as of 10 Jun 24)
Accounts
900
(as of 10 Jun 24)
Employees
8
(8 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Nov 24
13F-HR
Quarterly holdings report by institutional manager
12 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 May 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22