Advisor at Castle Hill Capital
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Firm
Castle Hill Capital
Location
Gainesville, VA
Credentials
Series 65
Industry experience
10 years
Jonathan Maula is a financial advisor with Castle Hill Capital LLC in Gainesville, VA, holding a Series 65 designation and 10 years of industry experience. He has been with Castle Hill Capital since 2016 and previously worked at Smay Investments Ltd from 2015 to 2016. Castle Hill Capital LLC is an independent investment adviser offering discretionary portfolio management and personalized financial planning to individuals, high-net-worth clients, and small businesses. The firm provides services including business and retirement planning, employer plan consulting, and participant education, using a combination of fundamental and technical analysis with both active and passive investment strategies.
Based on Castle Hill Capital
Based on Castle Hill Capital
1.00% annually (100 basis points), paid quarterly in arrears (25 basis points per quarter)
Account minimum: $25,000 managed asset minimum but exceptions may be made
Gainesville, VA
Pennsylvania · Virginia
Castle Hill Capital Llc
2016 - Present (10 years)
Smay Investments Ltd
2015 - 2016 (1 year)
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