Plano, TX 101 E. Park Blvd Office

Castleview provides investment advisory and financial planning services to individuals (including high-net-worth clients), corporations, non-profits, and retirement plans, delivering both advisor-directed discretionary portfolio management and access to third‑party money managers. The firm also offers financial planning engagements and operates model-based accounts and a wrap-style program, with client reporting and periodic performance statements provided to clients.

Castleview’s advisors tailor strategies to each client’s goals, risk tolerance, time horizon, and liquidity needs, implementing allocations through a mix of internally managed models, TPMM strategies, and direct holdings that can include stocks, bonds, ETFs, options, and certain non-traded alternative investments. The firm supports model-based trading and rebalancing through its aiAlpha platform, which is custodian-agnostic and used to deliver models, operations, and trading to both Castleview-managed accounts and accounts run by third-party advisers.

What distinguishes Castleview from many peers is its aiAlpha business: the firm provides platform, model marketplace, and operational support to other registered investment advisers and reports substantially more platform Assets Under Administration than regulatory AUM, reflecting its marketplace role. Some Castleview advisors are also registered representatives and licensed insurance agents (an outside business activity disclosed as creating potential conflicts), the firm occasionally enters fee-sharing arrangements with fund managers and reduces model fees to mitigate “double-dipping,” and it recently completed a minority equity investment by an external firm and changed its legal situs.