Joshua David Lipscomb

Cassaday & Company, INC.

1 Year of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Cassaday & Company, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

27 advisors

Number of Clients

3,155 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$6.0B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Minimum Annual Fee:$6,000

Location

12701 Fair Lakes Circle, Suite 220, Fairfax, VA, 22033

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Cassaday & Company, INC.

August 2025 - Present · 6 mos

Osaic Wealth, INC.Broker

August 2025 - Present · 6 mos

Previous Registrations

Cw Advisors, LLC

May 2025 - June 2025 · 1 mo

Wolf Group Capital Advisors

September 2024 - May 2025 · 8 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.