Castle Capital Management

Overview

Castle Capital Management is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and selection of other advisers with insurance brokerage capabilities. It acts as a capital allocator and charges clients via a mix of percentage-of-AUM fees, hourly billing, and fixed fees. Castle Capital Management is not positioned as a multi-state or ESG-focused adviser in the available data. It is not tied to a related adviser or pension consulting practice and appears to operate as a small, stand-alone wealth advisory practice.

Assets & Accounts

Investments & Alternatives

Location & Offices