# CASTELLAN GROUP, LLC

CASTELLAN GROUP, LLC of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 299363
- Type: SEC-registered investment adviser
- SEC file number: 801-119581
- Location: 2011 LAKE POINT WAY, SUITE 001, LOUISVILLE, KY, 40223
- Phone: 859.494.0523
- Latest filing: 2026-03-25
- Regulatory AUM: $882.2M
- Discretionary AUM: $881.1M
- Non-discretionary AUM: $1.1M
- Clients: 8
- Accounts: 106

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Barry Charles Brauch | MANAGING DIRECTOR / CCO | — |
| Sean S Smith | TRUSTEE | — |
| Scott S Smith | TRUSTEE | — |
| SMITH SUSANNE S | TRUSTEE | — |
| BRADBURY SHANNON K | CHIEF COMPLIANCE OFFICER | — |
| BRAUCH BARRY CHARLES | MANAGING DIRECTOR; MANAGING DIRECTOR / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299363/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299363/similar
- Related entities: https://search.stillhousedata.com/firm/299363/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299363

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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.