Casmilner Consulting LLC
RIAState Registered
Total AUM
$1.7M
Discretionary
$1.7M
100% of AUM
Avg account
$420K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329570
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.63%
- Individuals36.37%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds8%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations