CASULL FINANCIAL ADVISORY, LLC

Overview

Casull Financial Advisory, LLC is a small, client-focused advisory firm that manages tailored portfolios for individuals and families. The firm emphasizes equity exposure, using exchange-traded securities as the primary vehicle for building client portfolios. Its advisory services include ongoing portfolio management, pension consulting for small employers, and investor education through seminars and workshops. Casull Financial Advisory charges a mix of AUM-based fees plus hourly and fixed-fee arrangements, allowing flexibility for different client needs. The adviser operates on a discretionary basis for the bulk of its clients, indicating portfolio decisions are delegated to the firm within agreed guidelines. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser.

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Public Holdings

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Location & Offices