SourcingSourcing

CACHETECH INC.

B51
CRD 327688·SEC 801-128689·LOGAN, UT
AUM
$547.4M
$500M-$1B
Est. Revenue
$5.5M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CACHETECH INC.
CRD
327688
SEC file #
801-128689
EIN
822288339
DBA names
Cachetech

Economics

AUM
$547.4M
AUM band
$500M-$1B
AUM trajectory
'25'26
$671.7M → $547.4M▼ -19%
Client mix
Other Investment Advisers3
Pooled Investment Vehicles2

Operations

Employees (total)
7
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
6 advisors → 2 advisors▼ -67%
Primary office
LOGAN UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesPerformance-based fees

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
linkedin.com/company/cachetech-ria(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADAMS, STEVEN, CRAIG
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
ADAMS, STEVEN, CRAIG
MURPHY, PATRICK, CORMAC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:cachetech.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
155,691
Form 5500 Compensation Trajectory 3y
2025155,691
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
155,691
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001803084
Edgar Registered
Yes
Edgar Filing Count
27
Edgar First Filing Date
2020-02-12
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001803084-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.165
Soi Zip Pct 200k Plus
0.0319
Soi Zip Returns 200k Plus
620
Soi Zip Total AGI
1,362,919
Fdic Zip Total Deposits
26,547,703,000
Fdic Zip Branch Count
390
Fdic Zip Top Banks
Cache Valley Bank
Zions First National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
Interactive Brokers4
E*trade4
Edgar Addresses
Mailing
701 SOUTH MAIN ST, SUITE 400LOGAN, UT 84321
Business
701 SOUTH MAIN ST, SUITE 400LOGAN, UT 84321
Edgar EIN
822288339
Edgar Recent Filings
13F-HR2026-05-12 · 0001803084-26-000003
13F-HR2026-02-18 · 0001803084-26-000001
Fdic Zip Branches Raw
Key Bank of UtahLogan, UT
First Interstate Bank of Utah, National AssociationLogan, UT
Fdic Zip HHI
1768.59
Fdic Zip Top Bank Share Pct
36.04
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI77,662
Returns6,110
Stub 2
AGI189,018
Returns5,110
Stub 3
AGI193,065
Returns3,140
Soi Zip Total Business Income
19,454
Soi Zip Total Cap Gains
56,451
Soi Zip Total Dividends
17,899
Soi Zip Total Returns
19,460
Top Owner CRD
2627265
Trust Company Affiliate
Yes

People (8)

8
ADAMS, STEVEN, CRAIG
Direct Owner · 87.5%
2627265
MURPHY, PATRICK, CORMAC
IAR · Direct Owner · 17.5%
5504210
RILEY STEVENS CROSBIE
Direct Owner · 17.5%
6538869
Murphy, Connor, Francis
IAR · Executive Officer · 2.5%
6095950
Ellingson, Scott
Executive Officer · 2.5%
8242948
FORTUNADO, KARLY, MARIA
Executive Officer · 2.5%
5387916
Odd, Aimee
Executive Officer · 2.5%
8242942
KASTNER, DAVID, PATRICK
IAR
2321752