Castleview Partners, LLC

RIASEC RegisteredEst. 2015
Total AUM
$417M
Discretionary
$413M
99% of AUM
Avg account
$220K
Accounts
1,894
Employees
22
Advisory reps
14

Firm details

Headquarters
Dallas, Texas
CRD number
281410
Registered since
September 11, 2015
Website
castleviewpartners.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI47.05%
  • Individuals33.97%
  • Other Investment Advisers18.97%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Castleview Partners, LLC is an independent registered investment adviser formed in 2015 that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers a mix of financial planning, portfolio management for individuals and small businesses, and manager selection services; it also produces periodicals and runs educational seminars. In addition to advisory services, Castleview maintains broker-dealer representative activity and acts as an insurance broker. Its fee arrangements include asset-based fees as well as hourly and fixed-fee options.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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: Exchange Traded Equities 64%, Investment Grade Corp Bonds 10%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 7%, Non-Exchange Traded Equities 4%, US Government Bonds 4%, Non-Investment Grade Corp Bonds 1%64%
  • Exchange Traded Equities64%
  • Investment Grade Corp Bonds10%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents7%
  • Non-Exchange Traded Equities4%

Owners & executives

1 of 1
  • Douglas Gill

    Douglas Gill

    Chief Executive OfficerCRD 2129646

Contacts

3 of 13
  • Ian Fritz

    Ian Fritz

    Wealth ManagementCRD 7057280

  • Umberto Perez

    Founding PartnerCRD 4149270

  • Kody Followwill

    Kody Followwill

    AdvisorCRD 7216178

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 89

Active vs passive

$109M in ETFs

Passive

35%

$38M

Active

47%

$70.9M

ETFProviderStyleCategoryValueShares% of portfolio
REGAN FLOATING RATE MBS ETF (MBSF)ActiveBank Loan$25.2M987,31623.13%
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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
4851 Lyndon B Johnson Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth