Casmilner Consulting LLC

Overview

Casmilner Consulting LLC is a small, owner-operated registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and runs discretionary strategies across client accounts. Equity exposure is the dominant theme in client portfolios, and the adviser lists hedge funds and real estate among the third‑party alternative managers it uses. The firm does not present itself as an ESG-focused adviser, and it does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices