Castlepoint Wealth Advisors
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 205512
- Registered since
- May 11, 2015
- Website
- castlepointwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.06%
- Individuals7.69%
- Corporations / Businesses6.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Castlepoint Wealth Advisors is an independent registered investment adviser founded in 2015 and organized as an LLC. The firm is individually owned and positions itself as a capital allocator for both high-net-worth individuals and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Castlepoint charges a mix of percentage-of-AUM, hourly, and fixed fees. The firm does not identify as an active ESG investor and is not a multistate adviser according to the available filing details. Citywire recognized Castlepoint in its "50 Growers Across America" list in both 2020 and 2021.
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
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Drew Garner
Partner, COOCRD 6739306
Kendall King
Founder & CEOCRD 4449600
Adam Lee
Partner, CIOCRD 7423789
Contacts
3 of 7
Adam Leavitt
Sr. AdvisorCRD 4723014
Edward Creegan
AdvisorCRD 7066088
Jacob Weatherford
Partner and Wealth AdvisorCRD 6664716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$388M in ETFs
35%
$137M
64%
$251M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $111M | 2,512,144 | 28.71% |
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 7308 N Classen Blvd
- Time zone
- CT (UTC-6)
- Office locations
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