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 RIA organized as an LLC and operating since 2015. The firm describes itself as a capital allocator serving individual and family clients as well as institutional relationships. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Castlepoint does not identify as an active ESG investor and is not a multi-state adviser; it has also been recognized in Citywire’s "50 Growers Across America" lists for 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 3
Kendall King
Founder & CEOCRD 4449600
Drew Garner
Partner, COOCRD 6739306
Adam Lee
Partner, CIOCRD 7423789
Contacts
3 of 7
Jacob Weatherford
Partner and Wealth AdvisorCRD 6664716
Adam Leavitt
Sr. AdvisorCRD 4723014
Melissa Ray
Partner, Director of Client ServiceCRD 7023594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$388M in ETFs
35%
$137M
64%
$251M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $111M | 2,512,144 | 28.71% |
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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