Castle Capital Management Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 343211
· Irvine, CA
· www.instagram.com
☆ Save with Pro
ADV data as of Sep 22, 2026
- Regulatory AUM
- $4.1M
- Discretionary
- $4.1M
- Clients
- 5
- Avg AUM / client
- $825K
- Accounts
- 5
- Employees
- 2
AUM over time
$0
$4.1M
Aug 13, 2026
Sep 22, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $928K | 22.5% |
| High net worth individuals | 1 | $3.2M | 77.5% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
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: Sep 22, 2026.
View current Form ADV (SEC/IAPD) ↗