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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cassaday & Co Wealth Management have?","answer":"Cassaday & Co Wealth Management has 36 investment adviser representatives registered with state securities authorities, out of 97 employees, and 32 perform investment advisory functions. 40 employees are registered representatives of a broker-dealer and 24 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 Cassaday & Co Wealth Management invest in?","answer":"At the end of its last fiscal year, Cassaday & Co Wealth Management’s separately managed accounts held 59% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 6% non-exchange-traded equities and 3% cash and equivalents.","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 Cassaday & Co Wealth Management?","answer":"Cassaday & Co Wealth Management is owned through a chain of holding companies by Ferdinand FFP Parent, Inc. and CD&R Ferdinand Co-Investor, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cassaday & Co Wealth Management get paid?","answer":"Cassaday & Co Wealth Management is paid through a percentage of assets under management, hourly charges and other compensation. 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 Cassaday & Co Wealth Management registered with the SEC?","answer":"Yes, Cassaday & Co Wealth Management has been registered with the SEC as an investment adviser since 16 December 2021. 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from public SEC Form ADV filings on the dates in `sources`. 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