Castle Financial

Overview

Castle Financial is a corporate-structured advisory firm that focuses on financial planning, discretionary portfolio management for individuals and small businesses, and advisor selection services. The firm is identified as a capital allocator, suggesting it sources and deploys client capital rather than solely providing one-off advice. Its stated fee models include both a percentage-of-assets approach and fixed-fee engagements. Regulatory and classification detail in the source is sparse: Castle Financial is listed as unclassified, with its SEC registration year not provided. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not described as a newly formed or related adviser. It also does not list pension consulting among its services.

Assets & Accounts