Casmilner Consulting LLC
RIAState Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$409K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329570
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.36%
- Individuals30.64%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Casmilner Consulting LLC is a Texas-based, individually owned limited liability company that provides fee-based portfolio management primarily to individuals, families and small businesses. The firm charges a percentage of assets under management and focuses on discretionary portfolio management rather than pension consulting, ESG-specialist mandates, or multi-state institutional work. Its business profile reflects a small, client-focused RIA that implements straightforward investment strategies rather than acting as a capital allocator or related-adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds8%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations