CASTLE SECURITIES, LLC

CASTLE SECURITIES, LLC of MOORESVILLE, NC is an SEC-registered investment adviser (CRD 342075).

Registration

• CRD: 342075
• SEC file number: 801-136529
• Type: Registered investment adviser
• Location: 131 PLANTATION RIDGE DR., ST. 110, MOORESVILLE, NC, 28117
• Phone: 704-594-8000
• Latest filing: 2026-06-22
• Clients: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342075 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search