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

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

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.

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

Name	Location	Years of experience
Jonathan Maula	Gainesville, VA	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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