Austin, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$287,305,351
ClientsTotal clients
188
AdvisorsAdvisors at this office
2
Of 6 advisors across 4 offices
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 18 years of industry experience. He is currently with Valtrion Capital Management, LLC, where he has worked since 2024. His prior roles include positions at Lincoln Financial Securities and USAA Investment Management. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors by providing financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs diversified asset allocation strategies and manages client assets on a discretionary basis tailored to risk tolerance and time horizons.
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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