# CASSILLY FINANCIAL GROUP, LLC

CASSILLY FINANCIAL GROUP, LLC of SEVERNA PARK, MD is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 300672
- Type: SEC-registered investment adviser
- SEC file number: 801-132612
- Location: 572 BALTIMORE ANNAPOLIS BLVD, SEVERNA PARK, MD, 21146
- Phone: 410-793-5210
- Latest filing: 2026-02-27
- Regulatory AUM: $135.5M
- Discretionary AUM: $135.0M
- Non-discretionary AUM: $528K
- Clients: 2
- Accounts: 595

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Frederick Nelson Cassilly | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | criminal | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300672/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300672/similar
- Related entities: https://search.stillhousedata.com/firm/300672/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300672

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.