FC
Frank A. Cade
CADE WEALTH MANAGEMENT LLC
Birmingham, AL
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CRD#: 6737499
FC
Professional summary
Frank Alexander Cade is a registered financial advisor currently at CADE WEALTH MANAGEMENT LLC located in Birmingham, Alabama.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Frank has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Cade Crenshaw & Associates, P.C.; 2100 Southbridge Parkway, Suite 460, Birmingham, AL 35209; Partner/CPA since 07/2014; not investment related; accounting firm; 160 hrs/mo Cade Rental Properties, LLC; non-investment related; 08/2017; Member; Birmingham, AL; rental property; 5 hrs/month outside of trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Frank Alexander Cade's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 12, 2022 - Present
CADE WEALTH MANAGEMENT LLC
RIA
CRD#: 320796
Birmingham, AL
Past
December 14, 2016 - March 22, 2022
FORAGER CAPITAL MANAGEMENT, LLC
RIA
CRD#: 158835
BIRMINGHAM, AL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(5/12/2022)
Exams
Current Firm
CW
CADE WEALTH MANAGEMENT LLC
CADE WEALTH MANAGEMENT LLC
CRD#: 320796 / SEC#:
Alabama
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Contact information
Main Address
Birmingham, AL
Mailing Address
Phone number
(205) 617-9802
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 6,017,123 |
Red Flags
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