Castfirm Advisors LLC

Castfirm Advisors LLC provides ongoing portfolio management and one‑time or project financial planning to individual and high‑net‑worth clients. The firm manages both discretionary and non‑discretionary accounts, prepares individualized investment policy statements, and typically constructs portfolios using mutual funds and equity-focused ETFs.

The firm’s investment approach is grounded in modern portfolio theory with a long‑term trading horizon and at‑least‑quarterly portfolio reviews and reporting. Billing is handled through asset‑based advisory arrangements for ongoing management and fixed fees for financial planning, with fees collected in arrears and clients asked to select monthly or quarterly billing.

Noteworthy aspects of the firm include that the principal maintains a separate legal practice and may occasionally offer legal advice or products outside the advisory business, a relationship the brochure identifies as a potential conflict of interest. The firm has also recently moved to SEC registration and now requires clients to use a designated institutional custodian, a practice that is less common among similarly sized supported advisers.