El Castillo Investments, Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 328068
· SEC file 801-129550
·
· www.elcastilloinvestments.com
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ADV data as of May 04, 2026
- Regulatory AUM
- $1.8M
- Discretionary
- $1.8M
- Clients
- 22
- Avg AUM / client
- $81.8K
- Accounts
- 22
- Employees
- 2
AUM over time
$34.0K
$1.8M
Jan 23, 2024
May 4, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $800K | 44.4% |
| High net worth individuals | 2 | $1.0M | 55.6% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Castillo, Leonardo, Danel | Cco | Aug 2018 (8y) | 50% – 75% | |
| Castillo, Jessika | Director | Aug 2020 (6y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗