A complete list of active advisors currently associated with Castle Capital Management

Warmer can help you find a great advisor at Castle Capital Management or one who fits your needs even better.

Castle Capital Management provides portfolio management and financial planning for individuals, trusts, estates, corporations, and retirement plans. The firm also implements third‑party strategies by selecting AssetMark models for custodial accounts and recommending Advisors Capital Management strategies for self‑directed brokerage accounts within employer‑sponsored plans. CCM documents client objectives and risk tolerances in an Investment Policy Statement and uses fundamental analysis and modern portfolio theory to construct tailored allocations; it may manage accounts on a discretionary basis and employ both long‑ and short‑term trading as appropriate. Investments typically include mutual funds, ETFs, fixed income, annuities, precious‑metal ETFs, private placements, and other securities, and the firm may use model allocations together with specific recommendations for clients. Distinctive features disclosed in the brochure include ownership of an affiliated insurance agency that operates under the DBAs Fortryss Financial and Castle Risk Advisors and the fact that supervised persons are licensed insurance agents who may receive commissions for insurance sales, a material conflict the firm discloses and documents. The firm also discloses receiving technology and software benefits from AssetMark and operates with a relatively small team and discretionary asset base (approximately $4.13 million), relying on third‑party platforms and strategies to implement client solutions.

To learn more about the advisors currently working at Castle Capital Management, 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.