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Cade Group, Inc. (Indianapolis)


Cade Group, Inc. is an adviser based in Indianapolis. It manages $33.18 million of regulatory assets for 127 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Indiana.

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Cade Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cade Group: assets under management

The assets under management (AUM) of Cade Group, Inc. is $33.18 million. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.8 million in discretionary accounts and $14.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $234.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $306.02 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cade Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Indianapolis

The principal office where Cade Group, Inc. performs its advisory services is located at 7320 Us 31 South, Indianapolis, IN 46227, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-215-2473 or by fax 317-215-2480. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.the financialjunction.com.


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