CASTELLAN FINANCIAL ADVISORS

CASTELLAN FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 143334). Regulatory assets under management: $12.8M.

Registration

• CRD: 143334
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143334 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search