Castellum Capital Management LLC

The firm provides discretionary portfolio management and investment advisory services to individual clients and also accepts institutional mandates, including separately managed accounts. The brochure notes the firm typically charges percentage-of-assets fees and discloses performance information in its materials.

The firm implements an Opportunistic Value Investment Strategy that was developed and initially funded with the principal’s personal capital; the principal’s background includes analyst work at a long‑short hedge fund focused on financial companies and operational experience in a bank. The firm’s disclosures indicate it may use borrowing and derivatives within separately managed accounts and may accept performance‑based fee arrangements for certain clients.

A distinctive element is the principal’s ownership stake and board membership at Security Savings Bank, a family‑owned bank, a relationship the brochure states does not create a professional affiliation for advisory services. The combination of an owner‑funded strategy track record, public performance disclosure, willingness to manage institutional accounts, and the potential use of leverage, derivatives, and performance fees sets the firm apart from most independent peers.