A complete list of active advisors currently associated with Caster And Company, Inc.

Warmer can help you find a great advisor at Caster And Company, Inc. or one who fits your needs even better.

Caster & Company, Inc. provides investment advisory and supervisory services to clients and offers these services as an ancillary product to clients of an affiliated accounting practice. The firm may advise on interests in publicly offered partnerships and delivers investment oversight for custodial accounts while stating that it will not take custody of client funds. The adviser uses a mix of billing arrangements, noting both asset-based supervision and that certain client relationships are billed on an hourly basis, with advisory fees reported as separate from transactional, money‑market, and mutual fund charges. It conducts quarterly account reviews, may recommend particular brokers or other advisers based on client needs, and relies on custodians to provide account statements and hold client assets. What distinguishes the firm is its affiliation with a separate accounting firm—identified in the brochure as consuming roughly 85% of the principal’s time—so investment advice is often provided alongside accounting and tax services. The brochure also highlights the firm’s practice of separating advisory and transaction‑related charges and its ability to recommend brokers or other advisers, a combination that is less common among managers that primarily serve pooled or institutional assets.

To learn more about the advisors currently working at Caster And Company, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.