Patrick Ryan Cassidy

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2026 → Present
  Prime Capital Financial
  Overland Park, KS
• 01/2026 → 07/2026
  Unemployed
  Lawerence, KS
• 08/2025 → 12/2025
  University Of Kansas
  Lawrence, KS
• 06/2025 → 07/2025
  Prime Capital Finanacial
  Overland Park, KS
• 08/2020 → 05/2025
  University Of Kansas
  Lawrence, KS
• 06/2020 → 07/2020
  Unemployed
  Lawrence, KS
• 08/2016 → 08/2020
  Columbus Unified High School
  Columbus, KS
• 06/2021 → 05/2023
  University Of Kansas
  Lawrence, KS
• 06/2023 → 05/2025
  University Of Kansas
  Lawrence, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-03

Other Names

• Patrick Ryan Cassidy
• Patrick Cassidy