Cascades Capital Asset Management, LLC

Cascades Capital Asset Management, LLC (CRD# 167102) is a financial advisory firm headquartered in Greensboro, NC. They manage $94,646,218 in 486 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    486
    ACCOUNTS
  • Average Account Value
    $194,745
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, VA

Financial Advisors at Cascades Capital Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Hunter D. Grein
CRD#: 4985786
125 South Elm Street, Ste 202, Greensboro, NC 27401
93
Wealthminder
score

Hunter Grein (CRD# 4985786) is an Investment Advisor Representative working at Cascades Capital Asset Management, LLC in Greensboro, NC and has over 11 years of experience in the finance industry.

2
Harry A. Wellons
CRD#: 3058653
125 South Elm Street, Ste 202, Greensboro, NC 27401
93
Wealthminder
score

Harry Wellons (CRD# 3058653) is an Investment Advisor Representative working at Cascades Capital Asset Management, LLC in Greensboro, NC and has over 18 years of experience in the finance industry.

3
Barry L. Carpenter
CRD#: 3222077
125 South Elm Street, Ste 202, Greensboro, NC 27401
73
Wealthminder
score

Barry Carpenter (CRD# 3222077) is an Investment Advisor Representative working at Cascades Capital Asset Management, LLC in Greensboro, NC and has over 17 years of experience in the finance industry.

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