Cayside Partners, Llc
- Regulatory AUM
- $353M
- Discretionary
- $254M
- Clients
- 62
- Avg AUM / client
- $5.7M
- Accounts
- 140
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $320K | 0.09% |
| High net worth individuals | 62 | $273M | 77.4% |
| Corporations and other businesses | Fewer than 5 clients | $79.5M | 22.5% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tanner Strunk | Managing Member / Cco | Oct 2019 (7y) | 25% – 50% | |
| Todger Allen Strunk | Managing Member | Jan 2023 (4y) | 25% – 50% | |
| Colin J. Hickey | Managing Member | Mar 2023 (3y) | 25% – 50% | |
| Joseph Anthony Mariani | Registered representative | Mar 2025 (1y) | ||
| Michael Douglas Rhea | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $292M (83% of AUM) Apr 2026
- Northern Trust $19.4M (7% of AUM) Oct 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗