CASULL FINANCIAL ADVISORY, LLC

CASULL FINANCIAL ADVISORY, LLC of SOUTH JORDAN, UT is an SEC-registered investment adviser (CRD 170053). Regulatory assets under management: $5.9M.

Registration

• CRD: 170053
• Type: Registered investment adviser
• Location: 10421 SOUTH JORDAN GATEWAY, SOUTH JORDAN, UT, 84095
• Phone: 801-495-7070
• Latest filing: 2026-02-20
• Regulatory AUM: $5.9M
• Discretionary AUM: $5.9M
• Clients: 1
• Accounts: 38

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170053 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search