Castellano & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$123,305,120
Clients
285
Advisors
2
across 2 offices
About
The firm provides discretionary asset management, financial planning, and retirement-plan advisory to individuals (including high‑net‑worth clients), as well as to corporations and pension plans. It also continues to operate as a certified public accounting practice, offering tax planning and preparation alongside its advisory services.
The firm typically manages accounts on a discretionary basis and implements strategies using a mix of in‑house management, third‑party platforms (including digital advice and Orion Portfolio Solutions), and selected sub‑advisors; its approach draws on fundamental, technical, charting, and cyclical analysis and includes ongoing monitoring and rebalancing. Financial planning is delivered in an integrated way, with tax considerations explicitly incorporated into investment and estate planning recommendations.
What is distinctive about the firm is its origin and continued operation as a CPA firm—founded in 1987—with the owner maintaining a substantial accounting practice and routinely offering tax services to advisory clients, a structure that is uncommon among peers. The firm also expressly provides both limited 3(21) and full 3(38) ERISA plan services and uses a hybrid model combining delegated managers, institutional platforms, and direct advisory oversight.
Client services
Expertise
Fee options
Up to $7,500 for financial planning services
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$300 per hour for financial planning services
Account minimum: $100,000 Fee-only: Hourly fee of $300 per hour; Fixed fee up to $7,500 for financial planning services
Main office
See office9343 Ellerbe Road, Bldg A
Shreveport LA 71106
Advisors at this office
1
Offices (2)
Most active in
Louisiana · Texas
Also doing business as
Arnold Castellano & Associates, LLC · Arnold Castellano And Associates, Inc. · Arnold Castellano And Associates, LLC · Castellano & Associates
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Arnold C
PFS™
Shreveport, LA
Castellano & Associates
Arnold Castellano is a financial advisor at Castellano & Associates with 13 years of industry experience. He holds the PFS™ designation and has been involved with Arnold Castellano & Associates since 1987. Castellano maintains an active CPA/PFS tax practice alongside his advisory role. Castellano & Associates serves individual investors, including high-net-worth clients, and retirement plan sponsors, managing approximately $160.6 million for about 380 clients. The firm provides discretionary asset management, comprehensive financial planning, and ERISA plan services, integrating tax planning and preparation with its financial advisory work.
Carson C
CFA®
Fort Worth, TX
Castellano & Associates
Carson Castellano is a CFA® charterholder affiliated with Castellano & Associates in Fort Worth, TX. He has experience at TPG Global LLC and Arnold Castellano & Associates, LLC, with prior roles including positions at KPMG and full-time studies. Castellano & Associates provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, corporations, and pension plans. The firm also operates as a certified public accounting practice, offering integrated tax planning and preparation alongside its investment advisory services.
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