Castleview Partners, LLC

RIASEC RegisteredEst. 2015

Total AUM

$417M

Discretionary

$413M

99% of AUM

Avg account

$220K

Accounts

1,894

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 281410
Registered since: September 11, 2015
Website: castleviewpartners.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI47.05%
Individuals33.97%
Other Investment Advisers18.97%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Castleview Partners, LLC is an independent, SEC-registered investment adviser organized as an LLC and active since 2015. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its commercial activities extend beyond advisory work: Castleview’s advisors operate as registered representatives of a broker‑dealer and as insurance brokers. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Advisory services span financial planning, portfolio management for individuals and small businesses, manager-of-managers or third‑party selection, and client education through newsletters and seminars. The firm does not position itself as an ESG investor.