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CASTELLAN
CASTELLAN GROUP, LLC
CRD 299363 · SEC 801-119581
2011 LAKE POINT WAY, SUITE 001, LOUISVILLE, KY, 40223, United States
Phone
859.494.0523
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$882.2M
Discretionary AUM
$881.1M
Team
8 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $650.9M |
| Investment companies | 2 | $35.7M |
| Pooled investment vehicles | 9 | $59.9M |
States served
AL, GA, IN, KY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD