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Castle Financial Advisory, LLC (Chesterfield)


Castle Financial Advisory, LLC is a large advisory firm based in Chesterfield. It manages $53.67 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Missouri.

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Castle Financial Advisory provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Castle Financial Advisory: assets under management

The assets under management (AUM) of Castle Financial Advisory, LLC is $53.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $706.15 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Castle Financial Advisory, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chesterfield

The principal office where Castle Financial Advisory, LLC performs its advisory services is located at 16090 Swingley Ridge Road, Chesterfield, MO 63017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 636-449-1440 or by fax 636-449-1441. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.castlefinancialadvisory.com.


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