Ciaston Financial Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm is registered as an investment manager that offers discretionary asset management and, for managed accounts, complimentary financial planning. It is a newly formed adviser (registered in 2025) and, as of the brochure date, reports no assets under management and no clients.
Investment programs are implemented on a discretionary basis, with portfolio construction informed by a mix of fundamental, technical, charting and cyclical analysis and occasional use of options and pooled investment vehicles; accounts are reviewed at least quarterly. The firm charges a tiered percentage-of-assets fee and bills advisory fees quarterly in advance.
A notable distinction is the principal’s active practice as a licensed CPA who works as an accounting manager at an accounting firm and also provides tax preparation and bookkeeping services to clients for separate compensation, a relationship the brochure discloses as a potential conflict of interest with stated mitigation measures. The firm also relies on a national custodian’s institutional platform for trading and custody and does not vote client proxies, leaving proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Main office location
Ciaston Financial Group LLC
Winter Garden FL, United States
Number of offices
1
Most active in
Ciaston Financial Group LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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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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