CASTER AND COMPANY, INC.

Overview

Caster And Company, Inc. operates as a very small, owner-run advisory corporation that combines accountant services with financial planning and discretionary portfolio management for individuals and small businesses. The firm also offers selection of other advisers, which indicates it frequently outsources specialty management or places client capital with third-party managers rather than building large in-house teams. Investment activity is concentrated and client-specific: discretionary portfolios total $600K across two clients, so allocations are likely tailored and concentrated rather than broadly diversified across many households. The firm reports using a mix of fee structures (percentage of AUM, hourly, fixed fees and commissions), which supports flexible billing for both planning work and ongoing portfolio management. Caster And Company, Inc. does not market itself as an ESG investor and does not operate as a multi-state adviser.

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Location & Offices