Castellan Financial Advisors

Overview

Castellan Financial Advisors is a small, independent registered investment adviser that serves individual and family clients with a planning-first model. The firm operates predominantly on a non-discretionary basis, delivering financial planning and portfolio management services to a limited client base. Investment emphasis is tilted toward equities—both exchange-traded and pooled products—while the firm also uses third-party alternative managers for diversification. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which aligns with advisory work that blends ongoing portfolio oversight with project-based planning. Castellan’s profile as an independent, individually owned RIA and its non-discretionary posture suggest advisers retain client-led decision-making authority, positioning the practice more as a counselor and planner than an outsourcer of manager discretion.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices