{"url":"https://nivawealth.com/firms/cadia-private-client-337400","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/337400","regulatoryAum":192533399,"crd":"337400","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4279019","suffix":null,"lastName":"Maffucci","firstName":"Vincent","middleName":"G"},{"crd":"5384605","suffix":null,"lastName":"Matousek","firstName":"Martin","middleName":"D"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134227","legalName":"Cadia Private Client LLC","displayName":"Cadia Private Client","slug":"cadia-private-client-337400","website":"https://cadiaprivate.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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The fee is billed in advance and is negotiable.","source":"CADIA PRIVATE CLIENT LLC DISCLOSURE BROCHURE, filed 24 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cadia Private Client use?","answer":"Cadia Private Client’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $193M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cadia Private Client have?","answer":"Cadia Private Client has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cadia Private Client invest in?","answer":"At the end of its last fiscal year, Cadia Private Client’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 13% cash and equivalents, 2% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cadia Private Client?","answer":"Cadia Private Client’s direct owners are Vincent Maffucci (50% to 75%) and Martin Matousek (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cadia Private Client get paid?","answer":"Cadia Private Client is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Cadia Private Client registered with the SEC?","answer":"Yes, Cadia Private Client has been registered with the SEC as an investment adviser since 28 August 2025. Its CRD number is 337400 and its SEC file number is 801-134227.","source":"Form ADV Part 1A, Item 1, filed 24 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Cadia Private Client?","answer":"Cadia Private Client’s main office is at 1 Gatehall Drive, Suite 307, Parsippany, NJ 07054. Its phone number is 973-993-6300. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}