Castellum Capital Management LLC

Overview

Castellum Capital Management LLC is a small, equity-focused advisory firm organized as a limited liability company and owned by an individual. The firm manages a concentrated book of separately managed accounts with a clear tilt toward exchange-traded equities as its primary asset class. Its client base is focused on individuals and families, and it offers discretionary portfolio management for both personal clients and small businesses or institutional entities. Castellum charges asset-based fees and may use performance-based fee arrangements for certain relationships. Investment activity centers on direct equity exposure delivered through U.S.-listed exchange-traded securities held in SMAs. The firm reports no active ESG investment program and is not positioned as a multi-state or pension consultant adviser. Castellum does not present itself as a capital allocator; instead, it relies on third-party managers where it seeks alternative exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices