Cast Member Financial LLC

Overview

Cast Member Financial LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and acts as a capital allocator, using external managers alongside in‑house advice. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, selection of other advisers, and educational seminars or workshops. The firm charges fees on a percentage‑of‑assets basis and also uses hourly and fixed fees for certain engagements. Cast Member Financial identifies as an active ESG investor, indicating environmental, social, and governance factors are considered in investment selection and manager due diligence. The adviser is not classified as a multi‑state adviser and is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices