Cassady Schiller Wealth Management, LLC

Cassady Schiller Wealth Management, LLC (CRD# 129113) is a financial advisory firm headquartered in Cincinnati, OH. They manage $517,413,598 in 900 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    517
    MILLION
  • Total Number of Accounts
    900
    ACCOUNTS
  • Average Account Value
    $574,904
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, CO, FL, IL, IN, KY, OH, TX

Financial Advisors at Cassady Schiller Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Michael W. Clark
CRD#: 4060431
4705 Lake Forest Drive, Cincinnati, OH 45242

Michael Clark (CRD# 4060431) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.

2
James B. McGrath
CRD#: 3074399
4555 Lake Forest Drive, Suite 400, Cincinnati, OH 45242

James McGrath (CRD# 3074399) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.

3
Timothy J. Witham
CRD#: 5896121
4555 Lake Forest Drive, Suite 400, Cincinnati, OH 45242

Timothy Witham (CRD# 5896121) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry.

4
Garrett L. Cobb
CRD#: 7110510
4555 Lake Forest Drive, Suite 400, Cincinnati, OH 45242

Garrett Cobb (CRD# 7110510) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 2 years of experience in the finance industry.

5
Ethan T. Jackson
CRD#: 7140135
4555 Lake Forest Drive, Suite 400, Cincinnati, OH 45242

Ethan Jackson (CRD# 7140135) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.

6
Luke H. Kremzar
CRD#: 7656551
4555 Lake Forest Drive, Suite 400, Cincinnati, OH 45242

Luke Kremzar (CRD# 7656551) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

7
Elise C. Schulok
CRD#: 7757999
4555 Lake Forest Drive, Suite 400, Cincinnati, OH 45242

Elise Schulok (CRD# 7757999) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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