Castellan
Registered investment advisor · Louisville, Kentucky · CRD #299363
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Castellan
Castellan Group, established in 2018, is an independent investment advisor based in Louisville, Kentucky, offering investment management, private equity, and family office solutions. It is a Registered Investment Advisor with the SEC and is wholly owned by a perpetual trust that donates all income to charities.
Fee Structure
Frequently Asked Questions
What is Castellan's AUM?
Castellan reports approximately $882M in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Castellan headquartered?
Castellan is headquartered in Louisville, Kentucky.
What is Castellan's CRD number?
Castellan's CRD number is 299363. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Castellan manage?
Castellan manages approximately 106 client accounts according to its latest SEC filing.
Is Castellan SEC registered?
Yes, Castellan is registered with the SEC as an investment adviser with an approved registration status.
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