Castle Hill Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$40,817,285
Clients
102
Advisors
1
of 1 employees
About
Castle Hill Capital LLC is a state-registered, independent investment adviser that provides discretionary portfolio management and personalized financial planning to individuals, high-net-worth clients, and small businesses. The firm also offers business planning and retirement planning services and works with employer plan sponsors on participant-directed retirement plan design, monitoring, and education.
The adviser uses a blend of fundamental and technical analysis and employs both active and passive strategies, building individualized investment policies and asset-allocation targets; portfolios are typically managed on a discretionary basis and the firm may recommend outside managers when appropriate. Financial planning is customized and may include cash-flow analysis, estate planning, insurance and risk reviews, and tax-planning advice, with tax preparation services available through an independent CPA firm under a separate engagement.
What distinguishes Castle Hill from many solo independent advisers is its ongoing work with employer-sponsored retirement plans and plan sponsors, including pension consulting and participant education in addition to individual wealth management. The firm also maintains an optional referral relationship for tax-preparation services with an independent accounting provider and delivers quarterly performance reporting and periodic client reviews tailored to changes in client circumstances.
Client services
Expertise
Occupation focus
Fee options
1.00% annually (100 basis points), paid quarterly in arrears (25 basis points per quarter)
Account minimum: $25,000 managed asset minimum but exceptions may be made
Main office
Gainesville VA
Advisors at this office
1
Most active in
Pennsylvania · Virginia
Also doing business as
Castle Hill Capital · Castle Hill Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Quick links
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