Adam E. Huke, CFP®, CIMA®, CMFC®, is a Partner at Cassaday & Company, Inc. and has been with the firm since 2003. Adam’s main objectives are to understand each of his clients’ financial goals, unravel the complexities of their wealth management issues, and create a unique and well-thought-out plan that addresses their specific needs. By embracing a model of integrated wealth management, Adam is able to look at each of his clients’ financial situations in a truly comprehensive manner, focusing on all facets of wealth management, including investments, taxes, insurance, and estate planning. Adam also concentrates on multigenerational counseling and cash flow generation.
Adam is a senior member of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. He assists with collaboratively reviewing our clients’ holdings and asset allocations, market conditions, research studies, economic analyses, and other areas relevant to the investment process.
Adam initially served as the Director of Investment Management for the firm, where he developed the investment management and research division that currently implements the investment and trading decisions for client portfolios. He led the IPC and managed the firm’s trading capabilities as it relates to investments, taxes, and individual client portfolio issues. During his tenure in this position, assets under management grew from approximately $330 million to $1.2 billion.
Adam is a CERTIFIED FINANCIAL PLANNER™ (CFP®)* and a Chartered Mutual Fund Counselor (CMFC®), professional designations he attained through the College for Financial Planning. Adam also earned the Certified Investment Management Analyst (CIMA®) designation from The Wharton School of the University of Pennsylvania and the Investments & Wealth Institute, formerly IMCA (Investment Management Consultants Association). He is also a previous Advisory Board member of Tamarac (now Envestnet Tamarac), a comprehensive technology platform solution for Registered Investment Advisors (RIAs) used by more than 3000 independent RIA firms, that collectively manage over $1.2 trillion in assets.
In 2019, Adam was recognized by Forbes as a Best-In-State Next-Gen Wealth Advisor. Forbes also recognized Adam as a Best-In-State Wealth Advisor in 2026.
He is a graduate of North Yarmouth Academy in Yarmouth, ME, and Hobart College in Geneva, NY. In his free time, Adam is an avid sports fan and enjoys traveling and playing chess. Adam currently lives in Aldie, Virginia with his wife, Lauren, daughter, Madeline, and son, Miles.
Adam is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, one of the largest independent broker-dealer firms in the country; he holds the Series 7 and 66 securities registrations.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Award Disclosures:
Forbes - Best-In-State Next-Gen Wealth Advisors (2019) - Issued by Forbes and SHOOK Research in September 2019 for the 2019 award year and awarded to next-generation advisors with at least four years of experience. Adam Huke applied for the recognition. Criteria used to determine the winner(s) is an algorithm of qualitative and quantitative criteria gathered primarily through telephone and in-person due diligence interviews, including revenue trends, assets under management, compliance records, industry experience and best practices; portfolio performance was not a criterion. Award consideration was based on data covering a trailing 12-month period. 42 in Virginia were selected. No fee was paid for the nomination, receipt, or promotion of the award.
Forbes - Best-In-State Wealth Advisors (2026) - Issued by Forbes and SHOOK Research on April 7, 2026 for the 2026 award year and awarded to wealth advisors with at least seven years of experience, nominated by their firms. Adam Huke applied for the recognition. Criteria used to determine the winner(s) is an algorithm of qualitative and quantitative criteria obtained through telephone, virtual and in-person due diligence interviews, including revenue trends, assets under management, compliance records, industry experience and best practices in serving clients; portfolio performance was not a criterion. Award consideration was based on data covering a trailing 12-month period. 160 in Northern Virginia were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/ for more details.
Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.