# CASTELLAN FINANCIAL ADVISORS

CASTELLAN FINANCIAL ADVISORS is an SEC-registered investment adviser.

## Registration

- CRD: 143334
- Type: SEC-registered investment adviser
- Phone: 916-316-5372
- Latest filing: 2026-03-23
- Regulatory AUM: $12.8M
- Non-discretionary AUM: $12.8M
- Clients: 1
- Accounts: 13

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143334/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143334/similar
- Related entities: https://search.stillhousedata.com/firm/143334/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143334

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.