Castlepoint Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$704,459,833
Clients
277
Advisors
9
of 10 employees
About
Castlepoint Wealth Advisors provides wealth management and comprehensive financial planning to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. Services include discretionary investment management, retirement-plan consulting, coordination with clients’ other professionals, and the option to engage independent tax-preparation services through Meier & Barrus, Inc.
The firm’s investment approach emphasizes strategic asset allocation and modern portfolio theory, favoring broad global diversification and long-term investor discipline over stock picking and market timing. Castlepoint deploys mutual funds, ETFs and selected individual securities, uses sub‑advisers and third‑party research, and performs ongoing portfolio supervision and rebalancing while acting as a fiduciary for retirement accounts.
Noteworthy disclosures in the brochure include the firm’s use of client testimonials in its advertising and its practice of facilitating tax-preparation services with Meier & Barrus, Inc., with the firm paying that CPA’s fees for clients who elect the service. The firm also discloses a relationship with the nonprofit Fields and Futures—providing donations and advisory services to its endowment while managing related family accounts—which it identifies as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
In some instances, fixed fees may be charged instead of asset-based fees; specific amounts not detailed.
$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%
Additional hourly fees charged for special projects or consulting outside main services, ranging from $125 to $400 per hour depending on professional and experience.
Account minimum: $15,000 (minimum annual fee for private client advisory account), though minimum may be waived at the firm's discretion Minimum fee: Generally requires a minimum annual fee of $8,100 for investment management services; for private clients, accounts require a minimum annual fee of $15,000 but this minimum may be waived at the firm's discretion. Fee-only: Wealth management services are provided on a fee-only basis; fees are negotiable and may include fixed fees in lieu of asset-based fees.
Main office
7308 N. Classen Blvd.
Oklahoma City OK 73116
Advisors at this office
9
Most active in
Colorado · New Hampshire · Oklahoma · Texas
Also doing business as
Ark & Tlk Investments, LLC · Castle View Advisors · Castlepoint Wealth Advisors · Castleview Wealth Advisors · Guardia Wealth · Guardia Wealth Advisors · Guardia Wealth Advisors, 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.
Quick links
Advisors at this firm
Jacob W
CFP®, Series 65
Oklahoma City, OK
Castlepoint Wealth Advisors
Jacob Weatherford is a CFP® with nine years of industry experience, currently serving at Castlepoint Wealth Advisors since 2018. He previously worked at Castleview Wealth Advisors and MIAA. Outside of his advisory work, he has been a football official since 2008. Castlepoint Wealth Advisors delivers wealth management and comprehensive financial planning to individuals, families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm focuses on strategic asset allocation and modern portfolio theory, employing broad global diversification and long-term discipline in its investment approach.
Kian R
CFP®, Series 65
Oklahoma City, OK
Castlepoint Wealth Advisors
Kian Rahmanzadeh is a CFP® and holds a Series 65 license, with four years of industry experience. He has been with Castlepoint Wealth Advisors since 2022 and previously worked at Castleview Wealth Advisors and NBC Bank. Rahmanzadeh also spent five years associated with Oklahoma City University. Castlepoint Wealth Advisors offers wealth management and comprehensive financial planning services to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm employs a strategic asset allocation approach based on modern portfolio theory, emphasizing global diversification and long-term discipline.
Edward C
CFP®, Series 65
Oklahoma City, OK
Castlepoint Wealth Advisors
Edward Creegan IV is a CFP® and Series 65-licensed advisor at Castlepoint Wealth Advisors with six years of industry experience. He has been with Castlepoint Wealth Advisors since 2018 and previously spent two years as a stay-at-home dad. Castlepoint Wealth Advisors provides wealth management and comprehensive financial planning services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation and long-term discipline, employing global diversification and a mix of mutual funds, ETFs, individual securities, and third-party research while acting as a fiduciary for retirement accounts.
Kristen B
CFP®
Oklahoma City, OK
Castlepoint Wealth Advisors
Kristen Buchman is a CFP® certificant with five years of industry experience, currently serving at Castlepoint Wealth Advisors since 2022. Her prior career includes roles at Venturi Private Wealth, Kansas State University, and The Trust Company. Castlepoint Wealth Advisors offers wealth management and comprehensive financial planning to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm emphasizes strategic asset allocation and broad global diversification, using mutual funds, ETFs, selected individual securities, and sub-advisers as part of a long-term investment approach.
Kortland S
Series 65
Oklahoma City, OK
Castlepoint Wealth Advisors
Kortland Snowden is a financial advisor at Castlepoint Wealth Advisors in Oklahoma City, holding a Series 65 designation with one year of industry experience. Prior to joining Castlepoint, he worked at the University of Oklahoma and Quail Creek Bank. Castlepoint Wealth Advisors offers wealth management and comprehensive financial planning to individuals, families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm emphasizes strategic asset allocation and modern portfolio theory, focusing on broad global diversification and long-term discipline while serving as a fiduciary for retirement accounts.
Adam L
CFA®, Series 65
Oklahoma City, OK
Castlepoint Wealth Advisors
Adam Lee is a CFA® charterholder and holds a Series 65 license with five years of experience in the financial industry. He has worked at Castlepoint Wealth Advisors since 2021 and previously spent five years at Love's Travel Stops. Castlepoint Wealth Advisors provides wealth management and comprehensive financial planning to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm emphasizes strategic asset allocation and global diversification, employing mutual funds, ETFs, and selected individual securities while acting as a fiduciary for retirement accounts.
Drew G
CFP®, Series 65
Oklahoma City, OK
Castlepoint Wealth Advisors
Drew Garner is a CFP® with nine years of industry experience and has been with Castlepoint Wealth Advisors since 2015. He is based in Oklahoma City, OK, and holds a Series 65 license. Castlepoint Wealth Advisors offers wealth management and comprehensive financial planning to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm’s approach focuses on strategic asset allocation and modern portfolio theory, emphasizing broad global diversification and long-term discipline through discretionary investment management and ongoing portfolio supervision.
Kendall K
CFP®, Series 66
Oklahoma City, OK
Castlepoint Wealth Advisors
Kendall King is a financial advisor at Castlepoint Wealth Advisors with 24 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Castlepoint in 2015, he worked at The Legacy Financial Group, The Financial & Business Research Corporation, and UBS Financial Services. Since 2024, he has also served as an executive coach with Brave Group. Castlepoint Wealth Advisors provides wealth management and comprehensive financial planning to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm emphasizes strategic asset allocation and broad global diversification, employing a disciplined, long-term investment approach while offering discretionary management and retirement-plan consulting services.
Adam L
CFP®, Series 65
Oklahoma City, OK
Castlepoint Wealth Advisors
Adam Leavitt is a CFP® with 22 years of industry experience currently with Castlepoint Wealth Advisors in Oklahoma City, OK. He previously worked for HoganTaylor LLP and Disciplined Investments, LLC. He serves as a trustee for the Tulsa Municipal Employees Retirement Plan and is a managing member of a family investment holding company. Castlepoint Wealth Advisors offers wealth management and financial planning services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation, global diversification, and long-term discipline, employing mutual funds, ETFs, and selected individual securities.
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