Marc David Caskey

Employer firm

Pile Wealth Management CRD 111536

$189M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Pile Wealth Management

One Indiana Square Suite 1200, Indianapolis, IN 46204 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2025-08-29

IN RA
APPROVED

Since 2025-08-29

Branch Locations

One Indiana Square Suite 1200, Indianapolis, IN 46204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rj Pile & Company, Llc D/B/A Pile Cpas	Indianapolis	IN	11/2019	Present
Pile Wealth Management	Indianapolis	IN	08/2025	Present
Caskey & Daily, P.C.	Indianapolis	IN	08/2014	11/2019

11/2019 → Present

Rj Pile & Company, Llc D/B/A Pile Cpas

Indianapolis, IN
08/2025 → Present

Pile Wealth Management

Indianapolis, IN
08/2014 → 11/2019

Caskey & Daily, P.C.

Indianapolis, IN

Other Businesses

RJ Pile & Company, LLC d/b/a Pile CPAs; Not investment-related; One Indiana Square, Suite 1200, Indianapolis, IN 46204; Public Accounting/CPA firm; Partner; Start date: 11/2019; 160+ hours per month; 160+ hours per month during trading hours; Tax department partner; compliance and consulting.