Kensington, MD Office
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Castfirm Advisors LLC
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About
Castfirm Advisors LLC provides discretionary portfolio management and one-time financial planning to individual and high-net-worth clients. The firm manages about $30 million for roughly 29 client relationships and offers personalized Investment Policy Statements and ongoing portfolio monitoring.
The firm’s investment approach emphasizes modern portfolio theory and a long-term trading horizon, with a primary focus on equity ETFs alongside mutual funds and fixed income to build diversified portfolios. CAL documents client risk tolerance and uses custodial services through Charles Schwab, with portfolio management fees assessed on an asset-based basis and fixed fees for financial plan delivery.
Distinctive features in the brochure include disclosure that a firm principal is a practicing attorney who may offer legal services outside the advisory relationship, a potential source of conflicts that the firm says it will manage and disclose. Financial planning is delivered as a one-time, fixed-fee engagement (rather than ongoing planning), the firm recently transitioned to SEC registration, and it generally requires clients to custody assets at a specified broker-dealer.
Based on Castfirm Advisors LLC
Expertise
Based on Castfirm Advisors LLC
Location
Kensington MD
Advisors at this office
1
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