Cascades Capital Asset Management, LLC

Cascades Capital Asset Management, LLC (CRD# 167102) is a financial advisory firm headquartered in Greensboro, NC. They manage $267,692,426 in 678 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1840 Pembroke Road, Suite 1, Greensboro, NC 27408
http://www.cascadescapital.com
By the Numbers
  • Total Assets Under Management
    268
    MILLION
  • Total Number of Accounts
    678
    ACCOUNTS
  • Average Account Value
    $394,827
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NC, SC, VA

Financial Advisors at Cascades Capital Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Barry Carpenter, financial advisor Greensboro NC
Barry L. Carpenter
CRD#: 3222077
1840 Pembroke Road, Suite 1, Greensboro, NC 27408

Barry Carpenter (CRD# 3222077) is an Investment Advisor Representative working at Cascades Capital Asset Management, LLC in Greensboro, NC and has over 24 years of experience in the finance industry.

2
Jack Richardson, financial advisor Wilmington NC
Jack W. Richardson
CRD#: 1754260
Wilmington, NC

Jack Richardson (CRD# 1754260) is an Investment Advisor Representative working at Cascades Capital Asset Management, LLC in Wilmington, NC and has over 36 years of experience in the finance industry.

3
Harry Wellons, financial advisor Greensboro NC
Harry A. Wellons
CRD#: 3058653
1840 Pembroke Road, Suite 1, Greensboro, NC 27408

Harry Wellons (CRD# 3058653) is an Investment Advisor Representative working at Cascades Capital Asset Management, LLC in Greensboro, NC and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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