Castlepoint Wealth Advisors

RIASEC Registered
Total AUM
$751M
Discretionary
$717M
95% of AUM
Avg account
$660K
Accounts
1,139
Employees
10
Advisory reps
10

Firm details

Headquarters
Oklahoma City, Oklahoma
CRD number
205512
Registered since
May 11, 2015
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

FINTRX

Overview

Castlepoint Wealth Advisors is an independent, owner-operated RIA that registered with the SEC in 2015. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that combines financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. Its fee arrangements include asset-based fees, hourly charges and fixed fees. Castlepoint does not identify as an active ESG investor. The firm was recognized by Citywire in its "50 Growers Across America" listings in both 2020 and 2021.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Exchange Traded Equities 4%, State & Local Bonds 1%, Cash & Cash Equivalents 1%94%
  • Public Funds/Mutual Funds94%
  • Exchange Traded Equities4%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 96

Active vs passive

$397M in ETFs

Passive

35%

$139M

Active

65%

$258M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$116M2,601,55529.14%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth