Cade Group, Inc.

Cade Group, Inc. is a registered investment adviser based in Carmel, IN, established in 1997 by Mark A. Cade. The firm offers personalized investment advisory services, including the Ambassador and Freedom Programs, financial planning and consulting services, and pension consulting. The minimum investment for Ambassador and Freedom accounts is $25,000, with annual fees ranging from 1.25% to 2.25% based on the account value. The firm may recommend securities or insurance products offered by Raymond James Financial Services, Inc., where certain individuals are registered representatives. Mark A. Cade, the President, is a Certified Financial Planner (CFP®) and holds other certifications such as Certified Fund Specialist, Registered Financial Consultant, and Registered Health Underwriter. The firm does not accept performance-based fees, and clients have the option to grant investment discretion to the firm. Mark A. Cade has no disciplinary events to disclose and is not involved in any other financial industry activities. James Johnson, an Investment Adviser Representative, is also associated with the firm and owns James Johnson Insurance Services. He has no disciplinary events to disclose and is supervised by Mark A. Cade.