Austin, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Valtrion Capital Management, LLC
Team
Firm-wide stats for Valtrion Capital Management, LLC
About
Valtrion Capital Management serves individuals (including high‑net‑worth clients), trusts, estates, and business entities, and also provides retirement plan consulting to plan sponsors. The firm offers financial planning across five packaged plans (Solo, Family, Retirement, Executive, Entrepreneur Elite), discretionary portfolio management through its Total Access (ETF‑only) and Total Wealth (ETFs, individual stocks and bonds) services, and portfolio review and third‑party asset management for other advisers.
VCM manages client portfolios on a discretionary basis and tailors asset allocation to clients’ risk tolerances and time horizons, using strategic, tactical and core‑satellite approaches as appropriate. The firm emphasizes ETF‑based solutions for smaller accounts, permits more customized equity and fixed‑income exposure for larger accounts, and provides specialty planning such as equity‑compensation guidance (RSUs, ISOs, ESPPs and Rule 10b5‑1 guidance) and business‑integrated financial planning for entrepreneurs.
What is distinctive about VCM relative to many team firms is its network of affiliated businesses and related‑party arrangements: the brochure discloses an insurance affiliate (Valtrion Insurance Solutions), a tax and consulting affiliate (Valtrion Tax & Consulting), a lending/ mortgage affiliate (Valtrion Lending, via a partnership with Alameda Mortgage), and links to Rob Luna Enterprises and Valtrion, LLC (an ownership interest some clients may invest in). The firm also acts as a third‑party money manager for other advisers; these relationships and potential conflicts are disclosed in the brochure and the firm describes steps it takes to address them while serving clients.
Based on Valtrion Capital Management, LLC
Expertise
Based on Valtrion Capital Management, LLC
Location
Austin TX
Advisors at this office
2
Advisors at this office
Carlos C
CFP®, Series 63, Series 65
Austin, TX
Valtrion Capital Management, LLC
Carlos Castro is a CFP® with 19 years of industry experience, currently serving at Valtrion Capital Management, LLC in Austin, TX. His prior experience includes roles at Real Talk Capital, LLC, Lincoln Financial Securities, USAA Investment Management, TGW SuperiorCare MTS LLC, and Chase Investment Services Corp. He is also a licensed insurance agent offering group health insurance. Valtrion Capital Management serves individuals, trusts, estates, and business entities, providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a range of investment approaches including strategic, tactical, and core-satellite methods, emphasizing ETF-based solutions for smaller accounts and customized equity and fixed-income exposure for larger accounts.
Levi B
Series 65
Austin, TX
Valtrion Capital Management, LLC
Levi Brown is a financial advisor at Valtrion Capital Management, LLC in Austin, TX, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Real Talk Capital, LLC and various Surevest entities from 2019 to 2023. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors, offering financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs a range of asset allocation strategies and manages all client assets on a discretionary basis, tailoring allocations to risk tolerance and time horizons.
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