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, owner-led registered investment adviser operating as an LLC since its SEC registration in 2015. The firm acts as a capital allocator for both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and selection of external advisers. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Castlepoint does not identify as an active ESG investor and is not structured as a multi-state or pension consulting specialist. The firm received recognition from Citywire among its "50 Growers Across America" lists in 2020 and again in 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Drew Garner
Partner, COOCRD 6739306
Kendall King
Founder & CEOCRD 4449600
Adam Lee
Partner, CIOCRD 7423789
Contacts
3 of 7
Adam 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
Similar firms
Plan Group Financial, Inc.
RIAOklahoma City, OK
Acorn Capital Management
RIAOklahoma City, OK
Vista Investment Partners LLC
RIAOklahoma City, OK
Investrust Consulting, LLC
RIAOklahoma City, OK
Fourpath Capital Management, LLC
RIAOklahoma City, OK
Mitchell & Pahl Private Wealth
RIAOklahoma City, OK