Cast Member Financial LLC

Overview

Cast Member Financial LLC is a small, independent registered investment adviser operating as an LLC and owned by an individual. The firm focuses on serving individuals and families and positions itself as a capital allocator that constructs and oversees client portfolios while selecting outside managers when appropriate. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, selection of other advisers, and educational seminars and workshops. The firm bills using a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements, and it describes itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives