CAST MEMBER FINANCIAL LLC

CAST MEMBER FINANCIAL LLC is an SEC-registered investment adviser (CRD 329857). Regulatory assets under management: $2.8M.

Registration

• CRD: 329857
• Type: Registered investment adviser
• Phone: 407-819-7592
• Latest filing: 2026-02-13
• Regulatory AUM: $2.8M
• Discretionary AUM: $2.8M
• Clients: 2
• Accounts: 96

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329857 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search