CADENCE PLANNING, LLC

CADENCE PLANNING, LLC of FREDERICK, MD is an SEC-registered investment adviser (CRD 319663). Regulatory assets under management: $12.0M.

Registration

• CRD: 319663
• Type: Registered investment adviser
• Location: 5205 CHAIRMANS CT, FREDERICK, MD, 21703
• Phone: 301-371-5104
• Latest filing: 2026-02-06
• Regulatory AUM: $12.0M
• Discretionary AUM: $12.0M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319663 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search