Cachetech Inc.
- Regulatory AUM
- $547M
- Discretionary
- $547M
- Clients
- 5
- Avg AUM / client
- $109M
- Accounts
- 1,845
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $22.7M | 4.15% |
| Other investment advisers | 3 | $525M | 95.9% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick Cormac Murphy | Chief Executive Officer | CFA | Jul 2023 (3y) | 10% – 25% |
| Riley Stevens Crosbie | Owner | CFP | Jul 2023 (3y) | 10% – 25% |
| Steven Craig Adams | Owner | CFP | Jul 2023 (3y) | 75% or more |
| Connor Francis Murphy | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| David Patrick Kastner | Registered representative | CFA | Mar 2025 (1y) |
Undisclosed: 0% – 5% 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) | 06/23/2026 | 1.37 MB | 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $300M (60% of AUM) Aug 2023
- Charles Schwab & Co. $72.3M (13% of AUM) Jun 2026
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: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗