Casull Financial Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Casull Financial Advisory, LLC is a small, independent registered investment adviser serving primarily individual clients along with a limited number of pension and profit-sharing plans, trusts, and business entities. The firm provides discretionary portfolio management and financial planning services, including Annual Financial Plan Reviews and Separate Financial Planning Consultations.
The firm’s investment approach combines Modern Portfolio Theory and elements of Post‑Modern Portfolio Theory, and it uses both fundamental and technical analysis to build diversified portfolios across stocks, mutual funds, ETFs, bonds and options. Accounts are typically managed on a discretionary basis with daily monitoring and allocations tailored to each client’s objectives and risk tolerance; the adviser does not engage in day trading and generally does not use margin in discretionary accounts.
Compared with many solo RIAs, the firm’s client mix includes pension and profit‑sharing plans and it emphasizes ongoing client education through its annual reviews and separate consultations that can function as instructional sessions. The principal is also licensed as an insurance agent and may recommend insurance products when appropriate, and the firm recommends custodians offering low transaction costs and research tools to support its model-driven process and small client base (approximately 38 clients with about $5.9 million in assets under management).
Client services
Expertise
Fee options
$150 fixed fee for Annual Financial Plan Review; $0 fee for Separate Financial Planning Consultations
$0 - $100,000: 0.75% per annum $100,001 - $500,000: 0.75% per annum $500,001 - $1,000,000: 0.75% per annum $1,000,001+: 0.50% per annum
Insurance commissions from sales of insurance products by IA Reps, disclosed and separate from advisory fees
Account minimum: $25,000 Fee-only: $150 fixed fee for Annual Financial Plan Review; $0 fee for Separate Financial Planning Consultations (negotiable and often waived)
Main office
10421 South Jordan Gateway, Suite 600
South Jordan UT 84095
Advisors at this office
1
Most active in
Utah
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
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