A complete list of active advisors currently associated with Castlewood Financial Advisors, LLC

Warmer can help you find a great advisor at Castlewood Financial Advisors, LLC or one who fits your needs even better.

Castlewood Financial Advisors primarily serves pooled investment vehicles and other institutional asset owners rather than individual retail clients, and its ADV indicates it reports no individual clients. The firm provides portfolio management and related advisory services for those pooled or institutional mandates. The brochure discloses fee arrangements that include percentage-of-assets-under-management billing, a practice common among investment-manager firms, but also permits hourly billing for certain services — an uncommon feature for this firm type. That fee mix suggests Castlewood combines ongoing discretionary management of pooled vehicles with the ability to undertake discrete, project-based advisory or consulting work billed hourly. The firm is small, operating with a single advisor and one office and focusing exclusively on institutional/pool mandates, a profile that differs from larger managers that serve mixed client bases. Its combination of an institutional-only client roster and an hourly-fee option is a distinctive operational characteristic relative to most peers.

To learn more about the advisors currently working at Castlewood Financial Advisors, LLC, 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
David Chase	Danville, CA	21

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