CacheTech provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, and educational seminars. The firm advises 2 private funds.
CacheTech reports 5 clients. They include 3 other investment advisers and 2 pooled investment vehicles. Of its assets, 100.0% ($547M across 1,845 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 40% | 4% |
| Other investment advisers | 60% | 96% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $22.7M | 4.1% | $11.4M |
| Other investment advisers | Fewer than 5 | $525M | 95.9% | $175M |
| Total | 5 | $547M | 100% | — |
- Clients
- 2
- Regulatory AUM
- $22.7M
- AUM share
- 4.1%
- Avg. per client
- $11.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $525M
- AUM share
- 95.9%
- Avg. per client
- $175M
Total
- Clients
- 5
- Regulatory AUM
- $547M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 0
CacheTech is paid through a percentage of assets under management, hourly charges and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Steven Adams owns 75% or more of CacheTech. Patrick Murphy is CEO; the leadership team includes Chief Operating Officer Connor Murphy and Chief Compliance Officer Scott Ellingson. It has 7 employees, 2 of them in advisory roles.
Leadership
Patrick MurphyChief Executive Officer- Connor MurphyChief Operating Officer
- Scott EllingsonChief Legal Officer, Secretary, Chief Compliance Officer
- Steven AdamsOwner
- Riley CrosbieOwner
- Karly FortunadoChief Revenue Officer
- Aimee OddCFO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- David Patrick Kastner
- Connor Francis Murphy
- Patrick Cormac Murphy
Staff
- 7 employees
- 2 in advisory functions
- 1 state-registered rep
- 1 soliciting firm
- Owns 75% or more of Cachetech Inc.
Steven Adams
Control person · since July 2023
- Owns 10% to 25% of Cachetech Inc.
Patrick Murphy
Control person · since July 2023
- Owns 10% to 25% of Cachetech Inc.
Riley Crosbie
since July 2023
CacheTech’s regulatory assets grew 4.2× from $132M (June 2024) to $547M (September 2026); clients rose from 1 to 5 and employees fell from 8 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $547M | 5 | 7 | 1 |
| June 2025 | $672M | 5 | 10 | 1 |
| June 2024 | $132M | 1 | 8 | 1 |
Besides its headquarters, CacheTech has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 701 S Main St, Ste 400, LoganHQ
Other business names
CacheTech has reported 1 other business name to the SEC.
- Cachetech Advisor Solutions
Contact and registration details
- Legal name
- Cachetech Inc.
- Headquarters
- 701 S Main St, Ste 400, Logan, UT 84321
- Website
- cachetech.io
- Phone
- 435-752-1702
- @cachetech-ria
- SEC file
- 801-128689
- Structure
- Delaware corporation
- Fiscal year end
- December
CacheTech uses Charles Schwab ($72.3M) as custodian for its separately managed accounts. CacheTech does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Fransisco, CA · $72.3M100%
At year end, CacheTech’s separately managed accounts were mostly in funds (78%) and stocks (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $618M across 169 positions; the largest are Schwab Strategic TR (11.5%), iShares TR (5.1%) and iShares Inc. (3.8%).
What the accounts hold
- Stocks18%
- Funds78%
- Bonds2%
- Cash1%
- Other1%
- Derivatives1%
Reported 13F holdings
- $618M
- Reported 13F value
- 169
- Positions
- 37.2%
- In the 10 largest
- +19.0%
- Value vs. prior quarter
- Schwab Strategic TR · US Lrg Cap ETF11.5%
- iShares TR · Core S&P500 ETF5.1%
- iShares Inc. · MSCI Sth Kor ETF3.8%
- First TR Exchange-traded FD · Nasdq Cln Edge2.9%
- iShares TR · Conv BD ETF2.6%
- Spinnaker ETF Series · Sele Sto Eur ETF2.6%
- Vaneck ETF Trust · Vaneck Vietnam2.6%
- Blackrock ETF Trust II · iShares Aaa Clo2.0%
- Pimco ETF TR · Enhan Shrt MA AC2.0%
- Vanguard Index Fds · S&P 500 ETF Shs1.9%
Together, the ten largest are 37.2% of reported value.
How many clients does CacheTech have?
CacheTech has 5 clients and manages $547 million for them, as of September 2026. They include 3 other investment advisers and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does CacheTech offer?
CacheTech provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does CacheTech use?
CacheTech’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $72.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does CacheTech have?
CacheTech has 1 investment adviser representative registered with state securities authorities, out of 7 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does CacheTech invest in?
At the end of its last fiscal year, CacheTech’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 2% investment grade corporate bonds, 1% derivatives and 1% cash and equivalents. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns CacheTech?
CacheTech’s direct owners are Patrick Murphy (10% to 25%), Steven Adams (75% or more) and Riley Crosbie (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does CacheTech get paid?
CacheTech is paid through a percentage of assets under management, hourly charges and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is CacheTech registered with the SEC?
Yes, CacheTech has been registered with the SEC as an investment adviser since 8 September 2023. Its CRD number is 327688 and its SEC file number is 801-128689.
Source: Form ADV Part 1A, Item 1, filed 29 September 2026; IAPD firm record
How do I contact CacheTech?
CacheTech’s main office is at 701 S Main St, Ste 400, Logan, UT 84321. Its phone number is 435-752-1702. Its website is cachetech.io.