Cachetech
CacheTech Inc. is a financial advisor firm established in June 2023, based in Logan, UT. The firm specializes in offering operational, investment, and technology support to registered investment advisors through their custom software, CacheTech Advisor Solutions. CacheTech provides services such as investment management, platform access, trading & execution, billing, and account operations to lead advisors. The firm manages assets totaling $671,656,505 on a discretionary basis as of December 31, 2025. For fees and compensation, CacheTech charges a platform access fee of $5 per account per month or $60 annually, negotiable investment management fees of 0.50% annually, negotiable trading & execution fees of 0.08% annually, and negotiable account operations & billing fees of 0.08% annually. The firm does not charge performance-based fees. CacheTech uses Charles Schwab & Co., Inc. Advisor Services for brokerage services, research, and custody. The firm does not offer a wrap fee program and does not receive client referrals from third parties. CacheTech has full discretionary authority over client investments and does not vote on client securities. The firm has not been involved in any legal or disciplinary events related to past or present investment clients. CacheTech's financial condition is stable, with no bankruptcy petitions in the last 10 years. For more information, visit www.cachetech.io or contact (435) 359-4785.
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