Cascade Financial Partners, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 283
- Avg AUM / client
- $4.9M
- Accounts
- 1,093
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 263 positions, $970,165,698)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | ELI LILLY & CO | $217,693,148 | 236,682 | 22.4% | 15.8% |
| 2 | Apple Inc | APPLE INC | $48,164,337 | 189,780 | 4.96% | 3.49% |
| 3 | Vanguard Tax Managed Fds | VANGUARD TAX-MANAGED FDS | $39,282,338 | 613,020 | 4.05% | 2.84% |
| 4 | Ishares Tr | ISHARES TR | $29,784,157 | 45,597 | 3.07% | 2.16% |
| 5 | Pepsico Inc | PEPSICO INC | $20,431,816 | 131,572 | 2.11% | 1.48% |
| 6 | Wisdomtree Tr | WISDOMTREE TR | $18,325,828 | 269,551 | 1.89% | 1.33% |
| 7 | Nvidia Corporation | NVIDIA CORPORATION | $16,264,185 | 93,258 | 1.68% | 1.18% |
| 8 | Ishares Inc | ISHARES INC | $16,259,240 | 233,107 | 1.68% | 1.18% |
| 9 | Ishares Tr | ISHARES TR | $15,175,768 | 137,511 | 1.56% | 1.1% |
| 10 | Ishares Tr | ISHARES TR | $14,875,905 | 200,527 | 1.53% | 1.08% |
| 11 | Amazon Com Inc | AMAZON COM INC | $14,548,634 | 69,855 | 1.5% | 1.05% |
| 12 | Revvity Inc | REVVITY INC | $14,251,606 | 162,671 | 1.47% | 1.03% |
| 13 | Spdr Series Trust | SPDR SERIES TRUST | $14,087,790 | 237,889 | 1.45% | 1.02% |
| 14 | Vanguard World Fd | VANGUARD WORLD FD | $13,456,067 | 36,621 | 1.39% | 0.97% |
| 15 | Ishares Tr | ISHARES TR | $13,230,866 | 111,559 | 1.36% | 0.96% |
| 16 | Spdr Index Shs Fds | SPDR INDEX SHS FDS | $13,218,916 | 289,571 | 1.36% | 0.96% |
| 17 | Ishares Tr | ISHARES TR | $12,695,252 | 126,045 | 1.31% | 0.92% |
| 18 | Spdr Index Shs Fds | SPDR INDEX SHS FDS | $11,661,923 | 248,602 | 1.2% | 0.84% |
| 19 | Vanguard Index Fds | VANGUARD INDEX FDS | $11,436,021 | 35,647 | 1.18% | 0.83% |
| 20 | Ishares Tr | ISHARES TR | $9,277,944 | 97,714 | 0.96% | 0.67% |
| 21 | Vanguard Specialized Funds | VANGUARD SPECIALIZED FUNDS | $9,023,609 | 41,959 | 0.93% | 0.65% |
| 22 | Ishares Tr | ISHARES TR | $8,776,174 | 207,426 | 0.9% | 0.64% |
| 23 | Wisdomtree Tr | WISDOMTREE TR | $8,659,568 | 144,086 | 0.89% | 0.63% |
| 24 | Microsoft Corp | MICROSOFT CORP | $8,556,545 | 23,115 | 0.88% | 0.62% |
| 25 | Global X Fds | GLOBAL X FDS | $7,964,575 | 156,752 | 0.82% | 0.58% |
Top 25 of 263 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 82 | $44.7M | 3.23% |
| High net worth individuals | 201 | $1.3B | 96.8% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Acosta, Carleen | Principal | Aug 2023 (3y) | 5% – 10% | |
| Brian Peter Krause | Managing Member / Cco | CFP | Aug 2023 (3y) | 25% – 50% |
| Darien Lee Horton | Principal | CFP | Aug 2023 (3y) | 5% – 10% |
| Jeffrey Scott Mcculloch | Managing Member | Aug 2023 (3y) | 25% – 50% | |
| Natalie Elizabeth Dewindt | Principal | CFP | Aug 2023 (3y) | 5% – 10% |
| Suzara, Monica, Y. | Principal | Aug 2023 (3y) | 5% – 10% | |
| Caroline Claire Mason | Registered representative | Dec 2024 (2y) | ||
| Lauren Trott Gabele | Registered representative | CFP Chartered Financial Consultant | Apr 2026 (0y) | |
| Simon Perna | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 30% 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) | 03/27/2026 | 1020 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $987M (71% of AUM) Mar 2026
- Fidelity Investments $377M (27% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗