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Advisor

Jack Richardson

Cascades Capital Asset Management · Wilmington, North Carolina

Jack Richardson is a fee-only financial advisor at Cascades Capital Asset Management in Wilmington, North Carolina. Cascades Capital Asset Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmCascades Capital Asset Management
Based in Wilmington, North Carolina
Fee model (firm's Form ADV)Percentage of assets
Assets under management$383.3M across 733 accounts
SEC registration Investment adviser representative in NC · CRD 1754260
Exams passedSeries 63 (1987) · Series 65 (1995) · Series 66 (2012)
Firm size3 employees
Disclosures None reported
Websitewww.cascadescapital.com

How Jack's firm compares

  • Cascades Capital Asset Management's average account is about $523,000, from its Form ADV (assets managed divided by 733 accounts).

What fee-only advisors charge in North Carolina

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Questions about Jack

Is Jack Richardson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Cascades Capital Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Jack charge for financial advice?

Jack's firm, Cascades Capital Asset Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Jack Richardson based?

Jack Richardson is based in Wilmington, North Carolina.

Is Jack Richardson registered with the SEC?

Yes. Jack Richardson is registered as an investment adviser representative in NC (CRD 1754260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Cascades Capital Asset Management manage?

Cascades Capital Asset Management reports $383.3M across 733 accounts in assets under management.

How do I contact Jack Richardson?

Through Jack's website, www.cascadescapital.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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