CASTLEPOINT WEALTH ADVISORS
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 205512
- Registered since
- May 11, 2015
- Website
- castlepointwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.06%
- Individuals7.69%
- Corporations / Businesses6.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Castlepoint Wealth Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and launched in 2015. The firm serves both individual/family and institutional clients, operating as a capital allocator that selects third‑party managers in addition to managing portfolios directly. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and manager selection. Compensation is a mix of AUM-based fees plus hourly and fixed-fee arrangements. Castlepoint does not identify as an active ESG investor. The firm was included in Citywire’s "50 Growers Across America" lists in both 2020 and 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3Drew Garner
Partner, COOCRD 6739306
KENDALL KING
Founder & CEOCRD 4449600
Adam Lee
Partner, CIOCRD 7423789
Contacts
3 of 6ADAM LEAVITT
Sr. AdvisorCRD 4723014
Edward Creegan
AdvisorCRD 7066088
Jacob Weatherford
Partner and Wealth AdvisorCRD 6664716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$352M in ETFs
37%
$131M
63%
$222M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $96M | 2,469,701 | 27.23% |
Location
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 7308 N Classen Blvd
- Time zone
- CT (UTC-6)
- Office locations
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