Skip to main content

CASTELLAN GROUP, LLC

Doing business as CASTELLAN. SEC Form ADV profile.

Total regulatory AUM
$882,230,876
Discretionary
$881,142,578
Non-discretionary
$1,088,298

Firm details

CRD number
299363
SEC file number
801-119581
Main office
LOUISVILLE, KY, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Performance-based

As of October 2026.