# CASCADE FINANCIAL PARTNERS, LLC

CASCADE FINANCIAL PARTNERS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 326620
- Type: SEC-registered investment adviser
- SEC file number: 801-128042
- Location: 3579 VALLEY CENTRE DRIVE, SUITE 125, SAN DIEGO, CA, 92130
- Phone: 858-379-6701
- Latest filing: 2026-03-27
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $30.5M
- Clients: 9
- Accounts: 1,093

## Business model

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

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Scott McCulloch | MANAGING MEMBER | San Diego, CA |
| Brian Peter Krause | MANAGING MEMBER / CCO | — |
| Darien Lee Horton | PRINCIPAL | — |
| Natalie Elizabeth Dewindt | PRINCIPAL | — |
| Carleen Acosta | PRINCIPAL | — |
| Monica Y Suzara | PRINCIPAL | — |
| HORTON JR WILLIAM LEE | PRINCIPAL | — |
| MCCULLOCH JEFFREY SCOTT | MANAGING MEMBER; MANAGING PRINCIPAL | — |
| KRAUSE BRIAN PETER | MANAGING MEMBER / CCO; MANAGING PRINCIPAL / CCO | — |
| Dewindt NATALIE ELIZABETH | PRINCIPAL | — |
| KRAUSE SHAUNA MARIE | MANAGING PRINCIPAL / CCO | — |
| ACOSTA CARLEEN | PRINCIPAL | — |
| SUZARA MONICA Y | PRINCIPAL | — |
| Monica Y. Suzara | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326620/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326620/similar
- Related entities: https://search.stillhousedata.com/firm/326620/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326620

---

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.